60
HB Wealth Credit Opportunities Fund files an open-ended private credit fund
New fund · Private credit · Open-ended · Offering Indefinite · Sold $6.9M · NEW YORK, NY · filed 2026-08-27
First filing by this entity
82
HB Wealth Real Estate Fund, L.P. files an open-ended private equity / buyout fund
New fund · Private equity / buyout · Open-ended · ATLANTA, GA · Form D filed 2026-04-13 · all Hb Wealth vehicles
3(c)(7) — qualified purchasersFirst filing by this entityFirst-time manager
How this compares
- Across 490 private equity / buyout sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 5 months.
- No earlier fund launch by this sponsor appears on EDGAR.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Hb Wealth on EDGAR
Earlier and related filings by the same issuer and sponsor. All Hb Wealth vehicles →
Registered adviser
name matchHB WEALTH (HB WEALTH MANAGEMENT, LLC)
- Registration
- SEC-registered adviser · since 2021-11-05
- Regulatory AUM
- $30.2B
- Employees
- 325
- Private funds on Form ADV
- Yes
- Office
- Atlanta, GA
Website and main-office phone from Form ADV. Subscribe to unlock
Incumbent service providers
Schedule D for this adviser has not been read yet; it is queued.
Other Form D filings by this adviser
1 other filing on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
People on the filing
| Joel Houck | Executive Officer |
| - Homrich Berg Partners, LLC | Promoter |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Joel Houck, Manager of General Partner.
Why now — by persona
Relevant to: Fund administrator, Fund audit & tax.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.