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PEACHTREE INVESTMENT PARTNERS, LLC
CRD 142839 · SEC 801-112764
CA, United States
Phone
404-226-2728
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$335.8M
Discretionary AUM
$335.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $55.2M |
| High net worth individuals | 82 | $265.6M |
| Pension/profit sharing plans | 21 | $0 |
| Corporations/business entities | 15 | $15.0M |
States served
CA, GA, MA, NE, NY, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD