PPrivate Fund Data Log in Join · $37/mo

Peachcap Tax & Advisory, LLC

● SEC registered since 2016CRD 158729SEC# 801-107335Atlanta, GA
Export (members)
Reg. AUM
$148.6M
Employees
5
Accounts
605
Location
Atlanta, GA

Peachcap Tax & Advisory, LLC assets under management

Peachcap Tax & Advisory, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2016. It reports $148.6 million in regulatory assets under management and employs 5 people.
www.idexfinancial.comView on SEC.gov ↗

Peachcap Tax & Advisory, LLC owners & executives

5 reported
NameTitleOwnershipSince
Eric Steven Burnette ControlPresident/CcoUnder 5%2019
Joshua Wood Gregg ControlCfoUnder 5%2015
Peachcap Incorporated ControlOwnerOver 75%2018
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Peachcap Tax & Advisory, LLC manage?

Peachcap Tax & Advisory, LLC reports $148.6 million in regulatory assets under management on its Form ADV.

How many employees does Peachcap Tax & Advisory, LLC have?

Peachcap Tax & Advisory, LLC reports 5 employees.

Where is Peachcap Tax & Advisory, LLC located?

Peachcap Tax & Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2016.

Does Peachcap Tax & Advisory, LLC disclose fund performance?

Peachcap Tax & Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address550 Pharr Rd., Suite 700, Atlanta, GA 30305
Phone404-220-8958
Fax678-909-0433
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$148.6M
Non-discretionary$0
Total (RAUM)$148.6M