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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

Hb Wealth

$26.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.10B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Growth Equity, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.10B
Total AUM: $26.9B
Median Disclosed Amount
$74.5M
Range: $15.0M – $158.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Hb Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Advent Latin American Private Equity Fund VIAdviser 7.B Vehicle Buyout 2025
$58.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abingworth Clinical Co-Development Fund 3, LPAdviser 7.B Vehicle Private Equity 2025
$44.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abbott Investors 2025Adviser 7.B Vehicle Private Equity 2025
$35.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abbott Capital Management 2025Adviser 7.B Vehicle Fund of Funds 2025
$27.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Banner Ridge Secondary Fund V (TE), L.P.Adviser 7.B Vehicle Secondaries 2025
$158.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Hb Wealth

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Hb Wealth (Family Office / MFO, $26.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $753.5M Unallocated Target Bandwidth). SEC Form ADV (801-122595, CRD #316731) verified $26.91B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Hb Wealth

770 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hb Wealth (26 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent Latin American Private Equity Fund VI (2025 Vintage)
Hb Wealth: $58.2M · SEC Form ADV 7.B
Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory: $74.2M · SEC Form ADV 7.B

Additional shared vehicles: Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage) · Abbott Investors 2025 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New Iberia, LA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage)
Hb Wealth: $44.8M · SEC Form ADV 7.B
Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B

Additional shared vehicles: Advent Latin American Private Equity Fund VI (2025 Vintage) · Abbott Investors 2025 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

PepsiCo Employees Retirement Plan Master Trust

Corporate Pension Plan Purchase, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ALCHEMY SPECIAL OPPORTUNITIES V (2024 Vintage)
Hb Wealth: $120.2M · SEC Form ADV 7.B
PepsiCo Employees Retirement Plan Master Trust: $45.2M · SEC EDGAR Filing

Additional shared vehicles: Advent Latin American Private Equity Fund VI (2025 Vintage) · Activum SG Fund VII LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+767 Additional Institutional LPs Report Shared Vehicles with Hb Wealth

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Hb Wealth

You are viewing 5 open public preview records (out of 26 total tracked records for Hb Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (770 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Hb Wealth

Buyout LPs →Real Estate LPs →Private Equity LPs →Growth Equity LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Hb Wealth

What type of institutional allocator is Hb Wealth and what is their typical disclosed ticket size?

Hb Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 26 historical disclosure records tracked on Prilago ($2.10B total parsed USD across disclosed rows), the median disclosed amount is $74.5M (range: $15.0M to $158.5M).

Which private-market strategies appear in Hb Wealth's public disclosures?

Hb Wealth has disclosed records across Buyout, Real Estate, Private Equity, Growth Equity, Distressed / Special Situations. Open preview records include Advent Latin American Private Equity Fund VI (2025 Vintage), Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage), Abbott Investors 2025 (2025 Vintage), Abbott Capital Management 2025 (2025 Vintage).

How are Hb Wealth's historical records substantiated and separated from active searches on Prilago?

Records for Hb Wealth cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Hb Wealth's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hb-wealth or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Hb Wealth?

In Prilago's bilateral commitment graph, Hb Wealth shares resolved underlying fund vehicles with 770 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory (13 shared vehicles, e.g. Advent Latin American Private Equity Fund VI (2025 Vintage)), Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage)), PepsiCo Employees Retirement Plan Master Trust (10 shared vehicles, e.g. ALCHEMY SPECIAL OPPORTUNITIES V (2024 Vintage)).

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