Managers/Private credit/Georgia/HB Wealth

HB Wealth

HB Wealth is a private credit and private equity manager in Atlanta, GA. It is registered with the SEC as an investment adviser with $30.2B in regulatory assets and 325 staff. It has 10 funds on file.

Funds on file
10
Raised, all funds
$261.9M
Regulatory assets
$30.2B
Staff
325
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Peachtree Credit Opportunities Fund, L.P. Private credit $10.6M Not given
Mar 2025 PEACHTREE OPPORTUNITY FUND VII, L.P. Private equity $0 $250M
Sep 2024 Peachtree Credit Opportunities Fund III, L.P. Private credit $33.2M $50M
Feb 2023 Peachtree Opportunity Fund VI, L.P. Private equity $12.2M Not given
Feb 2023 Peachtree Real Estate Fund IV-A, L.P. Private equity $29.4M Not given
Feb 2023 Peachtree Real Estate Fund IV, L.P. Private equity $35.7M Not given
Jun 2022 Peachtree Credit Opportunities Fund II LP Private credit $89.8M Not given
Jul 2021 Peachtree Real Estate Fund III-A, L.P. Private equity $5.2M Not given
Jul 2021 Peachtree Real Estate Fund III, L.P. Private equity $39.2M Not given
Dec 2020 Peachtree Opportunity Fund V, L.P. Private equity $6.7M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$30.2B
Employees325
Clients3,169 wealthy individuals, 1,639 individuals, 358 companies, 227 charities, 42 pension plans, 23 private funds and 1 registered fund.
Control personsAndrew, John Berg, Kruti Bolick, Thomas, Mclemore Carroll, Adam, Lee Fuller, Kyle, D Glenn, Samuel, Jason Grant.
Private funds17 private funds holding $693.5M in gross assets.

Private funds it reports

FundTypeGross assets
Peachtree Real Estate Fund Iii Real estate $114.3M
Peachtree Credit Opportunities Fund II Private equity $90.3M
Peachtree Opportunity Fund V Private equity $54.9M
Peachtree Opportunity Fund VI Private equity $52.7M
2015 Opportunity Fund Private equity $50.5M
2017 Opportunity Fund Private equity $44.6M
Peachtree Opportunity Fund IV Private equity $41.9M
Peachtree Real Estate Fund Iv-a Real estate $38.9M
Peachtree Real Estate Fund IV Real estate $38.9M
Peachtree Credit Opportunities Fund Iii Private equity $33.2M
Peachtree Real Estate Fund Iii-a Real estate $28.6M
Peachtree Credit Opportunities Fund Private equity $26.3M
2008 Opportunity Fund Private equity $26.1M
Income Opportunity Fund II Private equity $18.2M
Peachtree Real Estate Fund II Real estate $12.6M