Peachtree Investment Partners, LLC

Overview

Peachtree Investment Partners, LLC is an SEC-registered investment adviser that manages portfolios primarily for individuals, families and small-business clients. The firm operates as an LLC and charges clients on a percentage-of-AUM fee basis. Its advisory activity is described as portfolio management for individuals and small businesses, and its client mix includes both private clients and institutional relationships. Peachtree reports that it is not an active ESG investor, does not act as a pension consultant, and is not a multi-state adviser or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices