# HOMRICH & BERG INC

HOMRICH & BERG INC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 108189
- Type: SEC-registered investment adviser
- SEC file number: 801-35646
- Location: 3550 LENOX ROAD, NE, SUITE 2700, ATLANTA, GA, 30326
- Phone: 404-264-1400
- Latest filing: 2021-09-21
- Regulatory AUM: $8.9B
- Discretionary AUM: $7.8B
- Non-discretionary AUM: $1.1B
- Clients: 125
- Accounts: 11,081

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| KLEPCHICK ANDREW RICHARD | PRINCIPAL; VICE PRESIDENT | — |
| GRANT SAMUEL JASON | PRINCIPAL | — |
| BERG ANDREW JOHN | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| BUTTERFIELD FRANKLIN HOWARD | PRINCIPAL; VICE PRESIDENT | — |
| FULLER ADAM LEE | CHIEF COMPLIANCE OFFICER; PRINCIPAL; VICE PRESIDENT | — |
| GUINTA ANTHONY JAMES | CHIEF FINANCIAL OFFICER; DIRECTOR; PRINCIPAL (+1 more) | — |
| MCCOLSKEY JOHN GORDON | PRESIDENT; SHAREHOLDER; VICE PRESIDENT (+1 more) | — |
| CASDIA CHRISTOPHER VINCENT | CHIEF COMPLIANCE OFFICER | — |
| WACHHOLZ KURT EDWARD | CHIEF COMPLIANCE OFFICER | — |
| HENNESSY NEIL JOSEPH | CHIEF FINANCIAL OFFICER | — |
| RIBES JOHN PAUL | CHIEF OPERATING OFFICER | — |
| HOMRICH DAVID ERIC | CHIEF EXECUTIVE OFFICER | — |
| BERG ANDREW | PRESIDENT | — |
| BUTTERFIELD FRANK | VICE PRESIDENT | — |
| GUINTA ANTHONY J | VICE PRESIDENT | — |
| MOSS WAYNE DANIEL | DIRECTOR; PRINCIPAL | — |
| ROGOZINSKI MARK ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| CARROLL THOMAS MCLEMORE | PRESIDENT | — |
| BOLEN WILLIAM HAROLD | PRINCIPAL | — |
| Glenn Kyle D | CHIEF OPERATING OFFICER | — |


## Private funds (16)

Mix: Private Equity Fund 9 · Real Estate Fund 6 · Other Private Fund 1

_Showing 15 of 16 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| 2015 OPPORTUNITY FUND, L.P. | Private Equity Fund | — | 114 | $55.3M | $250K |
| PEACHTREE OPPORTUNITY FUND IV, L.P. | Private Equity Fund | — | 129 | $48.3M | $250K |
| PEACHTREE OPPORTUNISTIC WAREHOUSE FUND-A, L.P. | Real Estate Fund | — | 160 | $40.6M | $200K |
| PEACHTREE OPPORTUNISTIC WAREHOUSE FUND, L.P. | Real Estate Fund | — | 101 | $40.6M | $200K |
| 2017 OPPORTUNITY FUND, L.P. | Private Equity Fund | — | 87 | $37.6M | $250K |
| 2017 REAL ESTATE OPPORTUNITY FUND, L.P. | Real Estate Fund | — | 98 | $33.1M | $250K |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P | Private Equity Fund | — | 97 | $30.8M | $250K |
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | — | 105 | $29.4M | $300K |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | — | 105 | $29.2M | $300K |
| PEACHTREE REAL ESTATE FUND II, L.P. | Real Estate Fund | — | 101 | $27.2M | $200K |
| PEACHTREE REAL ESTATE FUND II-A, L.P. | Real Estate Fund | — | 68 | $20.9M | $200K |
| H&B NATURAL RESOURCES I, LLC | Private Equity Fund | — | 99 | $5.8M | $75K |
| INCOME OPPORTUNITY FUND, LP | Private Equity Fund | — | 47 | $3.4M | $300K |
| DCA DIVERSIFIED ALTERNATIVES PORTFOLIO LLC | Other Private Fund | — | 60 | $1.7M | — |
| H&B EQUITY VENTURES FUND I, LLC | Private Equity Fund | — | 55 | $83K | $100K |


## Fund service providers (1)

- administrator: APEX FUND SERVICES (ATLANTA), INC. — 16 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108189/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108189/similar
- Related entities: https://search.stillhousedata.com/firm/108189/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108189

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.