PEACHTREE GROUP
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 334742
- Registered since
- April 17, 2025
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peachtree Group functions as a real estate–focused investment adviser that manages pooled investment vehicles for institutional clients. Its advisory activity centers on portfolio management for closed private funds where the firm also serves as sponsor, general partner and managing member. Fee arrangements are based on a percentage of assets under management, and the firm does not identify as an active ESG investor. Peachtree Group is set up as a domestic limited liability company and is registered with the SEC in 2025. The firm’s business model is built around fund-level management rather than one-off separate-account mandates. Industry affiliations include broker‑dealer and sponsor roles, which indicate an integrated execution and capital‑formation capability: sourcing transactions, structuring pooled vehicles and carrying out asset‑level oversight on behalf of institutional owners.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Gregory Friedman
Managing Principal, CEOCRD 7121986
Jatin Desai
Chief Financial OfficerCRD 7144406
Contacts
1 of 1Kevin Cadin
General CounselCRD 8058180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3500 Lenox Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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