| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Peachtree Real Estate Fund III, L.P. | Real Estate | $107.3M | $200K |
| Peachtree Credit Opportunities Fund II, L.P. | Private Equity | $94.2M | $250K |
| Peachtree Opportunity Fund V, L.P. | Private Equity | $58.1M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Lee Fuller Control | Manager | Under 5% | 2021 |
| Andrew John Berg Control | Chairman Of The Board | Under 5% | 2024 |
| Andrew Richard Klepchick Control | Manager | Under 5% | 2021 |
Hb Wealth Management, LLC reports $25.9 billion in regulatory assets under management on its Form ADV.
Hb Wealth Management, LLC manages 23 private funds with combined gross assets of $773.9 million.
Hb Wealth Management, LLC reports 215 employees.
Hb Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2021.
Hb Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3550 Lenox Rd, Suite 2700, Atlanta, GA 30326 |
| Phone | 404-264-1400 |
| Fax | 404-237-5114 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $22.04B |
| Non-discretionary | $3.84B |
| Total (RAUM) | $25.88B |