Private Market Expertise
30+ Years of Private Market Investment Experience
At HB Wealth, we believe in expanding client access to private market investments. For more than 30 years, we’ve helped clients access investment opportunities in private debt, real estate, and private equity with the same care, discipline and transparency that define everything we do. We offer select access to private investments both directly and through internally managed funds, offering our clients the potential for both diversification and outperformance. Our dedicated in-house research team thoroughly vets private market opportunities and selects managers we believe have the greatest potential to generate strong risk-adjusted returns for our clients. We do not charge a management fee or a performance fee to investors. There are no markups, no commissions, and no pressure. We seek to recommend only what aligns with your goals and risk profile when it adds value to your overall portfolio.
Uncommon Access
Opportunities across a wide range of institutional brand-name firms as well as smaller niche managers with lower investment minimums.
Independent and Aligned
No management fees or performance fees. Just fiduciary objectivity.
Diversification
Funds are diversified across strategies and managers.
Deep Diligence
A dedicated team researching, vetting, and monitoring each private market investment.
Private Markets. Fiduciary Oversight. Uncommon Access.
At HB Wealth, private market investments aren’t about chasing returns. They’re about thoughtful diversification, long-term alignment, and unlocking portfolio potential beyond traditional stocks and bonds. With over $4 billion invested in private markets and a 30+ year track record in the space, we’ve become one of the leading independent fiduciary RIAs investing in private markets. With a dedicated 19-person research team, we bring rigor, independent analysis, and access to opportunities often out of reach for individual investors. Every opportunity is vetted, not sold, and most importantly, integrated into your portfolio only if we believe that it’s the right fit.
$4B+ in Private Market Assets
We manage more than $4 billion in private investments across client portfolios (as of 5/31/2025).
30+ Years of Experience
Our history in the space allows us to navigate complex asset classes with confidence and clarity.
Dedicated Research Team
A 19-person investment team focused on sourcing, vetting, and monitoring private investment opportunities.
Credentialed Professionals
Eleven members of the investment team are CFA charterholders or active candidates.
Manager Relationships
We have established over 100 active relationships with private market managers.
Track Record
Since 2000, HB Wealth has created and invested in 30+ investment access vehicles.
Efficient Access
Our access vehicles allow qualified clients to access private markets with lower investment minimums.
Thorough Diligence Process
We evaluate manager structure, fund terms, tax implications, valuation processes, and more before making any recommendation.
The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk. Past performance does not guarantee future results, and there can be no guarantee performance expectations and investment objectives will be achieved.