Hb Wealth

Asset Manager SEC-registered adviser

Legal name: Hb Wealth Management, LLC

AUM

$30.2B

Regulatory AUM

Private funds

Private Equity 17 · Real Estate 7

Private fund assets

$860.3M

Gross asset value

Employees

325

Last Form D raise

Apr 2026

Most recent fund filing

From SEC Form ADV filing (filed Sep 3, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

Chairman of the Board

Chief Executive Officer

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
Hb Wealth Real Estate Fund, L.P.	Real Estate	—	$26.6M	22	Apr 2026	Warm
Peachtree Opportunity Fund VII, L.P.	Private Equity	$28.9M	—	—	Mar 2025	Cool
Peachtree Acorn Fund, L.P.	Private Equity	$24.6M	—	—	Mar 2025	Cool
Peachtree Credit Opportunities Fund III, L.P.	Private Equity	$59.8M	$33.2M	73	Sep 2024	Cold
Wms Private Equity Fund I, LLC	Private Equity	$28.5M	—	—	Jun 2023	Cold
Peachtree Opportunity Fund VI, L.P.	Private Equity	$69.6M	$12.2M	35	Feb 2023	Cold
Peachtree Real Estate Fund IV, L.P.	Real Estate	$46.7M	$35.7M	126	Feb 2023	Cold
Peachtree Real Estate Fund Iv-A, L.P.	Real Estate	$46.7M	$29.4M	59	Feb 2023	Cold
Wms Private Income Fund III, LLC	Private Equity	$26.5M	$31.1M	100	Aug 2022	Cold
Peachtree Real Estate Fund III, L.P.	Real Estate	$99.5M	$39.2M	119	Jul 2021	Cold
Peachtree Real Estate Fund Iii-A, L.P.	Real Estate	$24.9M	$5.3M	26	Jul 2021	Cold
Peachtree Opportunity Fund V, L.P.	Private Equity	$64.6M	$6.7M	21	Dec 2020	Cold
Peachtree Opportunity Fund IV, L.P.	Private Equity	$43.8M	$39.0M	104	Apr 2020	Cold
Peachtree Real Estate Fund Ii-A, L.P.	Real Estate	$9.2M	$6.0M	19	Oct 2019	Cold
Peachtree Real Estate Fund II, L.P.	Real Estate	$11.9M	—	—	Aug 2019	Cold

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.