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| Peachtree Investment Partners LLC
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|---|---|
| CRD # | 142839 |
| SEC # | 801-112764 |
| CIK # | 0001743863 |
| AUM | 335.8 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-226-2728 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.6 | ||
| Microsoft Corp | 23.6 | ||
| Lilly Eli & Co | 20.0 | ||
| Visa Inc | 13.2 | ||
| Costco Wholesale Corp /NEW | 11.5 | ||
| McKesson Corp | 11.4 | ||
| Home Depot Inc | 9.6 | ||
| TJX Companies Inc /DE/ | 8.0 | ||
| Nvidia Corp | 6.8 | ||
| Mastercard Inc | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 55.2 |
| (b) Individuals (high net worth individuals) | 82 | 265.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 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 | 15 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 335.8 |
| By Discretionary | ||
| Discretionary | 490 | 335.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 490 | 335.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.8 | |
| Total | 490 | 335.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001743863] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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