Homrich Berg
Homrich Berg is a multi-family office headquartered in Atlanta, United States. Founded in 1989 by wealth advisors Andy Berg and David Homrich, the firm has evolved from a fiduciary planning boutique into one of the larger independent RIAs, serving more than...
Homrich Berg
Homrich Berg is a multi-family office headquartered in Atlanta, United States. Founded in 1989 by wealth advisors Andy Berg and David Homrich, the firm has evolved from a fiduciary planning boutique into one of the larger independent RIAs, serving more than 3,700 client families and overseeing approximately $18 billion in assets. Its wealth originates from the founders’ professional expertise in financial services rather than inherited capital.
General information
Firm type
Multi Family Office
Year founded
1989
AUM
—
Location
Region
North America
Country
—
City
Atlanta
Corporate office
30326, Atlanta, Georgia, US, 3550 Lenox Rd NE
Frequently asked questions
What is Homrich Berg?
Homrich Berg is a multi family office headquartered in Atlanta.
When was Homrich Berg founded?
Homrich Berg was founded in 1989.
Where is Homrich Berg headquartered?
Homrich Berg is headquartered in Atlanta, in the North America region.
How many professionals work at Homrich Berg?
Altss tracks approximately 265 professionals associated with Homrich Berg.
What does Altss track for Homrich Berg?
Altss maintains an OSINT-verified profile of Homrich Berg covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Homrich Berg's website?
Homrich Berg's public website is www.homrichberg.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Homrich Berg?
Homrich Berg is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Homrich Berg?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Homrich Berg?
Homrich Berg's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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