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HG Wealth Partners
HG Wealth Partners LLC is a state-registered investment adviser. The firm manages approximately $10 million in regulatory assets. It has 3 employees and 3...
Overview
HG Wealth Partners LLC is a state-registered investment adviser. The firm manages approximately $10 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Herbert G. Adelman
Founder
Sector focus
Frequently asked questions
Who makes investment decisions at HG Wealth Partners?
Herbert G. Adelman, the firm's founder and sole principal, makes all material investment decisions. The firm does not maintain an investment committee structure or delegate authority to external managers without direct oversight. Adelman's operational background at Del Global Technologies informs a credit-heavy underwriting approach that emphasizes asset coverage and contractual cash flows.
What investment sectors does HG Wealth Partners focus on?
The firm concentrates on private credit origination — including bridge loans and mezzanine debt for middle-market companies — and income-producing real estate. Sector adjacency is weighted toward industrial technology and healthcare services, reflecting the principal's domain expertise from Del Global Technologies.
How does HG Wealth Partners source its deals?
Deal flow is primarily relationship-driven, sourced through Adelman's direct network of Chicago-based real estate sponsors, commercial lenders, and middle-market intermediaries. The firm does not operate a visible proprietary origination platform or participate in competitive auction processes where institutional scale is a prerequisite.
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