| Owner | Title | From | %Ownership |
|---|---|---|---|
| Homrich & Berg, Inc. | Member | 09/2021 | 50-75% |
| Nmsef I Holdings V, L.P. | Member | 09/2021 | 25-50% |
| Berg, Andrew, John | Chief Executive Officer | 09/2021 | < 5% |
| Klepchick, Andrew, Richard | Manager | 09/2021 | < 5% |
| Fuller, Adam, Lee | Manager | 09/2021 | < 5% |
| Bolen, William, Harold | Manager | 09/2021 | < 5% |
| Carroll, Thomas, Mclemore | Manager | 09/2021 | < 5% |
| Hennessy, James, Joseph | Chief Financial Officer | 09/2021 | < 5% |
| Glenn, Kyle, D | Chief Operating Officer | 09/2021 | < 5% |
| Masucci, Peter, Nicholas | Manager | 09/2021 | < 5% |
| Mulcare, Robert W | Manager | 09/2021 | < 5% |
| Roberts, Robert G | Manager | 09/2021 | < 5% |
| New Mountain Strategic Investments GP I, L.L.C. | General Partner | 09/2021 | |
| Bolick, Kruti | Chief Risk Officer | 12/2021 | < 5% |
| Mckinney, William, Travis | Chief Compliance Officer | 10/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Homrich Berg | $11.08 bn | |
| 2008 Opportunity Fund, LP | $31.34 mm | Private Equity Fund |
| 2015 Opportunity Fund, L.P. | $57.83 mm | Private Equity Fund |
| 2017 Opportunity Fund, L.P. | $45.83 mm | Private Equity Fund |
| 2017 Real Estate Opportunity Fund, L.P. | $21.00 mm | Private Equity Fund |
| Dca Diversified Alternatives Portfolio LLC | $865.36 k | Other Private Fund |
| H&B Natural Resources I, LLC | $4.38 mm | Private Equity Fund |
| Income Opportunity Fund II, L.P. | $25.52 mm | Private Equity Fund |
| Income Opportunity Fund, LP | $3.46 mm | Private Equity Fund |
| Peachtree Credit Opportunities Fund, L.P. | $30.49 mm | Private Equity Fund |
| Peachtree Opportunistic Warehouse Fund-a, L.P. | $37.40 mm | Real Estate Fund |
| Peachtree Opportunistic Warehouse Fund, L.P. | $37.40 mm | Real Estate Fund |
| Peachtree Opportunity Fund IV, L.P. | $52.72 mm | Private Equity Fund |
| Peachtree Opportunity Fund V, L.P. | $50.94 mm | Private Equity Fund |
| Peachtree Real Estate Fund Ii-a, L.P. | $17.01 mm | Real Estate Fund |
| Peachtree Real Estate Fund II, L.P. | $22.11 mm | Real Estate Fund |
| Peachtree Real Estate Fund Iii-a, L.P. | $28.63 mm | Real Estate Fund |
| Peachtree Real Estate Fund III, L.P. | $114.52 mm | Real Estate Fund |
