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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-02-02 |
| GA | RA | APPROVED | 2021-11-08 |
| TX | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homrich Berg | Atlanta | GA | 07/1995 | Present |
H&B PARTNERS, LLC, AN INVESTMENT RELATED BUSINESS LOCATED AT 3550 LENOX RD, SUITE 2700, ATLANTA GA 30326. SERVES AS MANAGER TO A NUMBER OF HOMRICH BERG PROPRIETARY FUNDS. START DATE WAS 7/1998. FIVE HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS. SERVE AS A MEMBER OF THE MANAGER. ---- 2008 OPPORTUNITY PARTNERS, LLC, AN INVESTMENT RELATED BUSINESS LOCATED AT 3550 LENOX RD, SUITE 2700, ATLANTA GA 30326. SERVES AS GENERAL PARTNER TO A HOMRICH BERG PROPRIETARY FUND. START DATE 03/2008. FIVE HOURS PER MONTH DURING SECURITIES TRADING HOURS. MEMBER OF THE GENERAL PARTNER. HOMRICH BERG PARTNERS, LLC, AN INVESTMENT RELATED BUSINESS LOCATED AT 3550 LENOX RD, SUITE 2700, ATLANTA GA 30326. SERVES AS MANAGER TO A NUMBER OF HOMRICH BERG PROPRIETARY FUNDS. START DATE WAS 1/2015. FIVE HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS. SERVE AS A MEMBER OF THE MANAGER
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