Key facts
- HB WEALTH is a private equity firm based in ATLANTA, GA.
- HB WEALTH has 1 fund on record, raising $26.6M across the 1 that report a size.
- HB WEALTH reports $1.8M in regulatory assets under management across 24 private funds, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 316731- Regulatory AUM
- $1.8M
- Private fund assets
- $860.3M
- Private funds
- 24 · 17 private equity, 7 real estate
- Staff
- 325
- Registered office
- ATLANTA, GA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HB WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for HB WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- HB Wealth Real Estate Fund, L.P.2026$26.6M
$26.6M raised across the 1 fund that report a size
Frequently asked
- What is HB WEALTH's AUM?
- HB WEALTH manages approximately $1.8M in assets.