RIA Intel›Advisers›PEACHTREE INVESTMENT PARTNERS, LLC

PEACHTREE INVESTMENT PARTNERS, LLC

Advisory

N·

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$336M
1-Year AUM Growth
+11.8%
3-Year CAGR
+8.5%
Employees
2
Assets Under Management
Total AUM$336M
Discretionary AUM$336M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients233
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record18
First FilingMar 5, 2018
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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