HB WEALTH MANAGEMENT, LLC
Legal name: HB WEALTH
CRD #316731 SEC #801-122595 ATLANTA, GA 404-264-1400
SEC Registered Private Funds
Total AUM
$25.9B
Discretionary
$22B
Employees
215
Clients
--
Accounts
24,625
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BERG, ANDREW, JOHN | I | CHAIRMAN OF THE BOARD | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLEN, WILLIAM, HAROLD | I | MANAGER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| BOLICK, KRUTI | I | CHIEF RISK OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | MANAGER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CARROLL, THOMAS, MCLEMORE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASDIA, CHRISTOPHER, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| FULLER, ADAM, LEE | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| GRANT, SAMUEL, JASON | I | MANAGER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| Glenn, Kyle, D | I | CHIEF OPERATING OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENNESSY, JAMES, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| KLEPCHICK, ANDREW, RICHARD | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MASUCCI, PETER, NICHOLAS | I | MANAGER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKINNEY, WILLIAM, TRAVIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| MULCARE, ROBERT W | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| ROBERTS, ROBERT G | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TRUJILLO, DAVID, IGNACIO | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| TU, JENNY | I | MANAGER | NA | Control |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM HOLDINGS, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE II, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HBWM INTERMEDIATE, LLC | DE | MEMBER | E | |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | D | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| HOMRICH & BERG, INC. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
| NMSEF I HOLDINGS V, L.P. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| NEW MOUNTAIN STRATEGIC INVESTMENTS GP I, L.L.C. | DE | NMSEF I HOLDINGS V, L.P. | F | Control |
| TPG GROWTH VI DE AIV GENPAR, L.P. | DE | HBWM HOLDINGS, LLC | F | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (49)
AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC TN TX UT VA VT WA WI WV
Address
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ATLANTA, GA 30326
United States
Phone: 404-264-1400