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Homrich Berg
Homrich Berg runs a multi-family office in Atlanta. Andy Berg and David Homrich founded it in 1989 as a fiduciary planning boutique. It grew into an...
Homrich Berg
Homrich Berg runs a multi-family office in Atlanta. Andy Berg and David Homrich founded it in 1989 as a fiduciary planning boutique. It grew into an independent RIA serving more than 3,700 families and overseeing $18 billion in assets from the founders' financial services work.
General information
Firm type
Multi Family Office
Year founded
1989
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
3550 Lenox Road NE, Suite 2700, Atlanta, GA 30326
Principals
Andy Berg
Co-founder and Chairman
David Homrich
Co-founder
Thomas Carroll
CEO and President
Sector focus
Frequently asked questions
Who runs investment decisions at Homrich Berg?
Thomas Carroll serves as CEO and President. Andy Berg remains Chairman and co-founder. Investment activity spans dedicated teams covering private equity, real estate and alternatives.
How does Homrich Berg source proprietary deal flow?
The firm uses its Atlanta network, board seats on local organizations and relationships with co-investors including New Mountain Capital and TPG Growth. Direct co-investments and SPVs form part of the deployment mix.
Is Homrich Berg structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving more than 3,700 client families. The firm also commits to venture, growth equity and buyout funds while maintaining direct co-investment capabilities.
Does Homrich Berg participate in fund commitments or only direct deals?
Both. The firm makes fund commitments and also executes direct co-investments and SPVs across private equity, real estate and alternatives.
What investment stages does Homrich Berg typically target?
Stages include buyout, growth equity, venture capital, distressed and special situations. Real estate activity spans opportunistic and industrial assets.
Where does the underlying wealth come from?
The firm’s own capital base originates from the professional services of founders Andy Berg and David Homrich rather than inherited family wealth.
What is Homrich Berg’s known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs alongside external managers. Recent minority equity partners include New Mountain Capital and TPG Growth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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