Peachtree Investment Advisors Inc
- Assets, Funds, Holdings
| Peachtree Investment Advisors Inc
|
| CRD # | 139942 |
| SEC # | 801-66552 |
| CIK # | 0001598381 |
| AUM |
|
| Employees |
4 (100% Investors, 0% Brokers)
|
| Phone | 404-604-3400 |
| Address | 945 East Paces Ferry Road
Atlanta, GA 30326 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| Other |
FWF Real Return Partners LP |
[2014-03-28]
|
14.1 M |
10.3 M |
|
Filed 2015-05-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
|
| Other |
FWF Global Opportunity Partners LP |
[2012-03-28]
|
137.8 M |
36.8 M |
|
Filed 2018-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
17
|
10.2 |
| (b) Individuals (high net worth individuals) |
73
|
223.6 |
| (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 |
1 |
36.8 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
32.1 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
2.3 |
| (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 |
25.4 |
| (n) Other |
0 |
0.0 |
| Total |
367 |
330.3 |
| By Discretionary |
| Discretionary |
339 |
317.1 |
| Non-Discretionary |
28 |
13.2 |
| Total |
367 |
330.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
330.3 |
| Total |
367 |
330.3 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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