HOMRICH & BERG INC
Legal name: HOMRICH BERG
CRD #108189 SEC #801-35646 ATLANTA, GA 404-264-1400
SEC Registered Private Funds
Total AUM
$8.9B
Discretionary
$7.8B
Employees
125
Clients
--
Accounts
11,081
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $8.9B | $7.8B | $1.1B | 125 | 0 |
| Aug 2021 | $8.9B | $7.8B | $1.1B | 125 | 0 |
| Aug 2021 | $8.9B | $7.8B | $1.1B | 125 | 0 |
| Apr 2021 | $8.9B | $7.8B | $1.1B | 125 | 0 |
| Mar 2021 | $8.9B | $7.8B | $1.1B | 125 | 0 |
| Jan 2021 | $7B | $6.4B | $543.5M | 110 | 0 |
| Oct 2020 | $7B | $6.4B | $543.5M | 110 | 0 |
| Jun 2020 | $7B | $6.4B | $543.5M | 110 | 0 |
| Apr 2020 | $7B | $6.4B | $543.5M | 110 | 0 |
| Mar 2020 | $7B | $6.4B | $543.5M | 110 | 0 |
| Jan 2020 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Jan 2020 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Dec 2019 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Dec 2019 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Sep 2019 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Jun 2019 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Apr 2019 | $5.5B | $4.9B | $536.1M | 98 | 0 |
| Dec 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Oct 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Aug 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Jul 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Jul 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Jul 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Jun 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Apr 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Mar 2018 | $5.6B | $4.9B | $658.7M | 90 | 0 |
| Feb 2018 | $4.5B | $4.1B | $370M | 80 | 0 |
| Nov 2017 | $4.5B | $4.1B | $370M | 80 | 0 |
| Nov 2017 | $4.5B | $4.1B | $370M | 80 | 0 |
| Mar 2017 | $4.5B | $4.1B | $370M | 79 | 1,500 |
| Sep 2016 | $4.1B | $3.7B | $373.7M | 80 | 1,400 |
| Sep 2016 | $4.1B | $3.7B | $373.7M | 80 | 1,400 |
| Sep 2016 | $4.1B | $3.7B | $373.7M | 80 | 1,400 |
| Aug 2016 | $4.1B | $3.7B | $373.7M | 80 | 1,400 |
| May 2016 | $4.1B | $3.7B | $373.7M | 71 | 1,400 |
| Mar 2016 | $4.1B | $3.7B | $373.7M | 71 | 1,400 |
| Sep 2015 | $3.9B | $3.5B | $417.9M | 71 | 1,400 |
| Sep 2015 | $3.9B | $3.5B | $417.9M | 71 | 1,400 |
| Aug 2015 | $3.9B | $3.5B | $417.9M | 71 | 1,400 |
| Apr 2015 | $3.9B | $3.5B | $417.9M | 71 | 1,400 |
| Mar 2015 | $3.9B | $3.5B | $417.9M | 71 | 1,400 |
| Feb 2015 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Nov 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Oct 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Sep 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Sep 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Sep 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Aug 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Aug 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Aug 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Mar 2014 | $3.4B | $3B | $335.1M | 65 | 1,100 |
| Sep 2013 | $2.6B | $2.1B | $486.3M | 55 | 900 |
| Aug 2013 | $2.6B | $2.1B | $486.3M | 55 | 900 |
| Aug 2013 | $2.6B | $2.1B | $486.3M | 55 | 900 |
| Jun 2013 | $2.6B | $2.1B | $486.3M | 55 | 900 |
| Apr 2013 | $2.6B | $2.1B | $486.3M | 55 | 900 |
| Sep 2012 | $2.3B | $1.8B | $453.6M | 51 | 800 |
| Sep 2012 | $2.3B | $1.8B | $453.6M | 51 | 800 |
| Aug 2012 | $2.3B | $1.8B | $453.6M | 51 | 800 |
| Apr 2012 | $2.3B | $1.8B | $453.6M | 51 | 800 |
| Mar 2012 | $2.3B | $1.8B | $453.6M | 51 | 800 |
| Apr 2011 | $2.1B | $1.7B | $354.6M | 51 | -- |
| Mar 2011 | $2.1B | $1.7B | $354.6M | 51 | -- |
| Nov 2010 | $1.9B | $1.6B | $270.9M | 51 | -- |
| May 2010 | $1.9B | $1.6B | $270.9M | 51 | -- |
| Feb 2009 | $1.7B | $1.6B | $88.5M | 51 | -- |
| Mar 2008 | $2B | $1.7B | $255.1M | -- | -- |
| Apr 2007 | $1.6B | $1.5B | $122.9M | -- | -- |
| Apr 2007 | $1.6B | $1.5B | $122.9M | -- | -- |
| Sep 2005 | $1B | $983.1M | $18.6M | -- | -- |
| May 2004 | $790.3M | $790.3M | $0 | -- | -- |
| Mar 2004 | $790.3M | $790.3M | $0 | -- | -- |
| Apr 2002 | $381.9M | $381.9M | $0 | -- | -- |
DateSep 2021
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees125
Clients0
DateAug 2021
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees125
Clients0
DateAug 2021
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees125
Clients0
DateApr 2021
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees125
Clients0
DateMar 2021
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees125
Clients0
DateJan 2021
Total AUM$7B
Discretionary$6.4B
Non-Disc.$543.5M
Employees110
Clients0
DateOct 2020
Total AUM$7B
Discretionary$6.4B
Non-Disc.$543.5M
Employees110
Clients0
DateJun 2020
Total AUM$7B
Discretionary$6.4B
Non-Disc.$543.5M
Employees110
Clients0
DateApr 2020
Total AUM$7B
Discretionary$6.4B
Non-Disc.$543.5M
Employees110
Clients0
DateMar 2020
Total AUM$7B
Discretionary$6.4B
Non-Disc.$543.5M
Employees110
Clients0
DateJan 2020
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateJan 2020
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateDec 2019
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateDec 2019
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateSep 2019
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateJun 2019
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateApr 2019
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$536.1M
Employees98
Clients0
DateDec 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateOct 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateAug 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateJul 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateJul 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateJul 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateJun 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateApr 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateMar 2018
Total AUM$5.6B
Discretionary$4.9B
Non-Disc.$658.7M
Employees90
Clients0
DateFeb 2018
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$370M
Employees80
Clients0
DateNov 2017
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$370M
Employees80
Clients0
DateNov 2017
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$370M
Employees80
Clients0
DateMar 2017
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$370M
Employees79
Clients1,500
DateSep 2016
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$373.7M
Employees80
Clients1,400
DateSep 2016
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$373.7M
Employees80
Clients1,400
DateSep 2016
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$373.7M
Employees80
Clients1,400
DateAug 2016
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$373.7M
Employees80
Clients1,400
DateMay 2016
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$373.7M
Employees71
Clients1,400
DateMar 2016
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$373.7M
Employees71
Clients1,400
DateSep 2015
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$417.9M
Employees71
Clients1,400
DateSep 2015
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$417.9M
Employees71
Clients1,400
DateAug 2015
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$417.9M
Employees71
Clients1,400
DateApr 2015
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$417.9M
Employees71
Clients1,400
DateMar 2015
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$417.9M
Employees71
Clients1,400
DateFeb 2015
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateNov 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateOct 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateSep 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateSep 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateSep 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateAug 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateAug 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateAug 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateMar 2014
Total AUM$3.4B
Discretionary$3B
Non-Disc.$335.1M
Employees65
Clients1,100
DateSep 2013
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$486.3M
Employees55
Clients900
DateAug 2013
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$486.3M
Employees55
Clients900
DateAug 2013
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$486.3M
Employees55
Clients900
DateJun 2013
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$486.3M
Employees55
Clients900
DateApr 2013
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$486.3M
Employees55
Clients900
DateSep 2012
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$453.6M
Employees51
Clients800
DateSep 2012
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$453.6M
Employees51
Clients800
DateAug 2012
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$453.6M
Employees51
Clients800
DateApr 2012
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$453.6M
Employees51
Clients800
DateMar 2012
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$453.6M
Employees51
Clients800
DateApr 2011
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$354.6M
Employees51
Clients--
DateMar 2011
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$354.6M
Employees51
Clients--
DateNov 2010
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$270.9M
Employees51
Clients--
DateMay 2010
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$270.9M
Employees51
Clients--
DateFeb 2009
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$88.5M
Employees51
Clients--
DateMar 2008
Total AUM$2B
Discretionary$1.7B
Non-Disc.$255.1M
Employees--
Clients--
DateApr 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$122.9M
Employees--
Clients--
DateApr 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$122.9M
Employees--
Clients--
DateSep 2005
Total AUM$1B
Discretionary$983.1M
Non-Disc.$18.6M
Employees--
Clients--
DateMay 2004
Total AUM$790.3M
Discretionary$790.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$790.3M
Discretionary$790.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$381.9M
Discretionary$381.9M
Non-Disc.$0
Employees--
Clients--