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| Peachtree Investment Partners LLC
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| |
|---|---|
| CRD # | 142839 |
| SEC # | 801-112764 |
| CIK # | 0001743863 |
| AUM | $265.0 MM (2024-08-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-226-2728 |
| Address | 311 Indian Harbor Road Vero Beach, FL 32964 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 39.2 | |
| AAPL | 2,382,844.0 | 34.0 | |
| LLY | 301,789.7 | 25.2 | |
| V | 419,260.5 | 13.2 | |
| COST | 207,576.9 | 12.8 | |
| HD | 277,648.0 | 11.5 | |
| MCK | 46,168.4 | 8.6 | |
| MA | 309,583.1 | 6.2 | |
| AMZN | 1,092,997.8 | 6.0 | |
| TJX | 67,345.6 | 5.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 68.3 |
| (b) Individuals (high net worth individuals) | 75 | 175.5 |
| (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 | 22 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 265.0 |
| By Discretionary | ||
| Discretionary | 376 | 265.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 376 | 265.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.0 | |
| Total | 376 | 265.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001743863] |
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