HB Wealth overview
HB Wealth related stories
How RIAs are shaping PE allocations
The composition of individual investors’ portfolios could prove hugely significant for private equity in the years ahead. How are registered investment advisers approaching portfolio design, and what does it mean for GPs?
HB Wealth contact information
Offices
3550 Lenox Road NE, Suite 2700, Atlanta, 30326, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
 Mr. Andy Berg | Job titleCo-Founder and Chairman | LocationAtlanta, United States | Email  -------- |
| Ms. Bonnie Holland | Job titleDirector of Operations | LocationAtlanta, United States | Email ----- |
| Mr. Fitz Smoak | Job titleSenior Investment Research Analyst | LocationAtlanta, United States | Email -------- |
| Mr. Ford Donohue | Job titleDeputy Chief Investment Officer | LocationAtlanta, United States | Email --------- |
HB Wealth funds managed
Funds in market: 2
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size ----------- | Open dateMar 2025 | Strategy ------ | |
| ------- | Fund size ----- | Open dateAug 2024 | Strategy ------- |
Closed funds: 3
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size --------- | Close dateJan 2019 | Strategy --------- | |
| ------- | Fund size ----------- | Close date- | Strategy ---------- |
| ---------- | Fund size -------- | Close date- | Strategy ----- |