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Peachtree Investment Partners, LLC

● SEC registered since 2018CRD 142839SEC# 801-112764
Export (members)
Reg. AUM
$305.3M
Employees
2
Accounts
429
Location

Peachtree Investment Partners, LLC assets under management

Peachtree Investment Partners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $305.3 million in regulatory assets under management and employs 2 people.

Peachtree Investment Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Garrard Kelly Schaefer ControlManaging Member/Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Peachtree Investment Partners, LLC manage?

Peachtree Investment Partners, LLC reports $305.3 million in regulatory assets under management on its Form ADV.

How many employees does Peachtree Investment Partners, LLC have?

Peachtree Investment Partners, LLC reports 2 employees.

Does Peachtree Investment Partners, LLC disclose fund performance?

Peachtree Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone404-226-2728
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1743863
Discloses disciplinary historyNo

Assets under management

Discretionary$305.3M
Non-discretionary$0
Total (RAUM)$305.3M