# Homrich Berg

Homrich Berg is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 3550 Lenox Road NE, Suite 2700, Atlanta, GA 30326
- **Founded:** 1989
- **Assets under management:** $29 billion (Altss estimate)
- **Website:** homrichberg.com
- **LinkedIn:** https://www.linkedin.com/company/homrich-berg

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Distressed & Turnaround
- Energy Transition & Renewables
- Healthcare Services
- Cannabis & Psychedelics
- Data Analytics

## People

- Andy Berg — Co-founder and Chairman
- David Homrich — Co-founder
- Thomas Carroll — CEO and President

## 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.

### 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.

## Related profiles

- [SEQUOIA](https://altss.com/profile/sequoia)
- [Lost Horse LLC](https://altss.com/profile/lost-horse-llc-mackenzie-scott-family-office)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/homrich-berg

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