Homrich Berg Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1989

Year Founded

  • Professionals
  • 95

Professionals

  • AUM

Homrich Berg General Information

Description

Homrich Berg is a wealth management firm based in Atlanta, Georgia. Established in 1989, the firm provides investment management services such as asset management, manager selection, risk management, rebalancing portfolios, and alternative investments. The assets are ma naged by the executive team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.homrichberg.com
Year Founded
1989
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Investment Officer, Principal, and Chairwoman of the Investment Committee
Email
la
Phone
+1 (404)
Corporate Office
  • 3550 Lenox Road Northeast
  • Suite 2700
  • Atlanta, GA 30326
  • United States
+1 (404)

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Homrich Berg Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Homrich Berg Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Homrich Berg Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
WMS Partners Towson, MD 1993
Homrich Berg Family Office Atlanta, GA

Homrich Berg FAQs

  • When was Homrich Berg founded?

    Homrich Berg was founded in 1989.

  • Where is Homrich Berg headquartered?

    Homrich Berg is headquartered in Atlanta, GA.

  • How many Assets Under Management (AUM) does Homrich Berg have?

    Homrich Berg has in assets under management.

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