Peachtree Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142839
- Registered since
- April 4, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.09%
- Individuals16.43%
- Corporations / Businesses4.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peachtree Investment Partners, LLC is an independent Registered Investment Adviser that has been SEC-registered since 2018 and is organized as an LLC. The firm manages portfolios primarily on a percentage-of-AUM fee basis and provides portfolio management for individuals and small businesses, serving both individual/family and institutional clients. It identifies as a non-ESG active investor and is not structured as a capital allocator; instead, it uses external managers for alternative exposures.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds6%
- US Government Bonds3%
Owners & executives
1 of 1
Garrard Schaefer
Managing Partner and Chief Compliance OfficerCRD 1396569
Contacts
1 of 1Courtney Deveau
Director of Business DevelopmentCRD 7552403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$81.9M in ETFs
100%
$81.7M
0%
$246K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $25.4M | 36,932 | 30.97% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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