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| Gleneagles Investment Advisors LLC
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|---|---|
| CRD # | 312306 |
| SEC # | 801-120549 |
| CIK # | |
| AUM | 3,082.9 M (2026-03-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 678-904-0594 |
| Address | 3715 Northside Parkway, Atlanta, GA 30327 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Gleneagles Absolute Return Fund LLC | 2018-03-28 | 0.0 M | |
| Other | Gleneagles Credit Partners II LLC | [2018-03-28] | 15.4 M | 6.3 M |
| Filed 2017-03-13 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| Other | Gleneagles Credit Partners I LLC | 2018-03-28 | 0.0 M | |
| PE | Gleneagles Private Equity Partners I LLC | [2018-03-28] | 10.4 M | 2.1 M |
| Filed 2017-03-13 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 47 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 3.1 |
| By Discretionary | ||
| Discretionary | 4 | 0.0 |
| Non-Discretionary | 47 | 3.1 |
| Total | 51 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 51 | 3.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Plyler | Executive Officer | 22 | 2 | |
| Peachtree Wealth Managment LLC | Executive Officer | 12 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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