Homrich Berg and Private Alts
Our firm started investing in private alternative investments in the early 1990s and has grown to be one of the leading independent RIA firms focused on these investments. Homrich Berg has committed several hundred million dollars to private alts each year for the past several years. The amount of client assets under management that are invested in private alternatives is nearly $1.5 billion.4
We have a dedicated team of investment analysts who source, evaluate and monitor private investments. All of our investment professionals have focus areas where they lead the research and monitoring effort and are members of our Investment Committee. In addition, multiple principals are CFA charter holders and participate as members of the Investment Committee.
Our Chief Investment Officer is the leader of the Atlanta Institutional Investor Group, a collection of major institutional investors focused on the private alternative space.
We have access to a wide range of institutional brand name firms as well as smaller niche players, including funds on the platforms of other wealth managers.
Our Alternatives Experience

Because we are a fiduciary independent firm, our clients know that our recommended investments—which can range from large institutions to small niche players and funds on the platforms of other wealth managers—are not driven by a motivation to “sell” a specific investment. We are never financially incentivized to recommend one investment over another, so our sole focus is to invest with the managers we believe have the greatest potential to generate the best net-of-fee, risk-adjusted returns for our clients.
For clients who might not meet the minimums of some private funds, we assemble internal funds of funds (with no extra management fee or incentive fee of any kind) for our clients to help them invest in a diversified portfolio of alternative strategies.
We also manage a multi-strategy hedge fund of funds (Peachtree Alternative Strategies) for when the inclusion of a more “absolute return” type of strategy makes sense in a client’s diversified portfolio.
Homrich Berg clients do not pay extra management fees for these funds, and our firm has no financial incentive for clients to invest in them. We have created nine prior fund of funds investment vehicles since 2000 with 100+ manager relationships inside those funds.
4 This figure is as of 12/31/2021.