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| Peachtree Investment Partners LLC
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|
|---|---|
| CRD # | 142839 |
| SEC # | 801-112764 |
| CIK # | 0001743863 |
| AUM | $305.3 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-226-2728 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 36.5 | ||
| Apple Inc | 30.3 | ||
| Lilly Eli & Co | 18.8 | ||
| VISA Inc | 17.7 | ||
| Costco Wholesale Corp /NEW | 13.2 | ||
| Home Depot Inc | 11.1 | ||
| McKesson Corp | 10.4 | ||
| Mastercard Inc | 8.3 | ||
| Amazon Com Inc | 6.6 | ||
| J P Morgan Chase & Co | 6.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 72.4 |
| (b) Individuals (high net worth individuals) | 85 | 232.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 305.3 |
| By Discretionary | ||
| Discretionary | 429 | 305.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 429 | 305.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.3 | |
| Total | 429 | 305.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001743863] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 0.3 |
|
Royal Harbor Partners LLC
✚
|
TX | 0.3 |
|
Riggs Capital Management LLC
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|
UT | 0.3 |
|
Smith W B & Co Inc
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|
0.3 | |
|
Objective Capital Management LLC
✚
|
OH | 0.3 |
|
Fortress Financial Group LLC
✚
|
MN | 0.3 |
|
Vesta Wealth Management LLC
✚
|
FL | 0.3 |
|
Keyvantage Wealth LLC
✚
|
PA | 0.3 |