Hedge Fund Database

PEACHTREE INVESTMENT PARTNERS, LLC

Adviser information for PEACHTREE INVESTMENT PARTNERS, LLC last updated from Form ADV on March 10th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 376 $265.0M
Non-Discretionary 0 $0
Total 376 $265.0M

Clients

Type Number RAUM
Individuals 98 $68.3M
HNW Individuals 75 $175.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 22 $21.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-112764
SEC ERA File Number 801-112764
SEC CIK Numbers 1743863
SEC CRD Numbers 142839
Legal Entity Identifier None

Principal Office

311 INDIAN HARBOR ROAD
VERO BEACH
FL
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 404-226-2728, Fax: None

Websites

www.peachtreeinvestmentpartners.com

Chief Compliance Officer

GARRY SCHAEFER
MANAGING PARTNER
6001 HIGHWAY A1A
PMB# 8181
VERO BEACH
FL
United States
Tel: 404-226-2728
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SCHAEFER, GARRARD, KELLY Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 07/2006 > 75%

No. Employees, Historic

105020192020202120222023202420251 on 6/13/20191 on 1/13/20201 on 3/4/20201 on 6/25/20201 on 2/9/20211 on 2/10/20211 on 1/5/20221 on 2/27/20222 on 2/20/20232 on 8/10/20232 on 9/28/20232 on 1/2/20242 on 2/29/20242 on 3/10/2024

RAUM, Historic

300M150M02019202020212022202320242025124085127 on 6/13/2019124085127 on 1/13/2020132981884 on 3/4/2020132981884 on 6/25/2020197820953 on 2/9/2021197820953 on 2/10/2021197820953 on 1/5/2022264922225 on 2/27/2022237159357 on 2/20/2023237159357 on 8/10/2023237159357 on 9/28/2023237159357 on 1/2/2024265037644 on 2/29/2024265037644 on 3/10/2024

No. Clients, Historic

30015002019202020212022202320242025118 on 6/13/2019118 on 1/13/2020130 on 3/4/2020130 on 6/25/2020172 on 2/9/2021172 on 2/10/2021172 on 1/5/2022181 on 2/27/2022211 on 2/20/2023211 on 8/10/2023211 on 9/28/2023211 on 1/2/2024195 on 2/29/2024195 on 3/10/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 2M 16K –
ACCENTURE PLC IRELAND SHS CLASS A 4M 12K –
ADVANCED MICRO DEVICES INC COM 202K 1K –
ALPHABET INC CAP STK CL A 654K 4K –
ALPHABET INC CAP STK CL C 607K 3K –
Amazon Com Inc COM 6M 31K –
AMERICAN EXPRESS CO COM 207K 893 –
American Lithium Corp COM NEW 6K 10K –
CENCORA INC COM 3M 12K –
Apple Inc COM 34M 162K –
AUTOMATIC DATA PROCESSING IN COM 4M 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 6K –
Boeing Co COM 220K 1K –
Cintas Corp COM 768K 1K –
COCA COLA CO COM 761K 12K –
COMCAST CORP NEW CL A 396K 10K –
Consolidated Edison Inc COM 237K 3K –
Costco Whsl Corp New COM 13M 15K –
DANAHER CORPORATION COM 339K 1K –
DISCOVER FINL SVCS COM 330K 3K –
DUKE ENERGY CORP NEW COM NEW 264K 3K –
EATON CORP PLC SHS 620K 2K –
EXXON MOBIL CORP COM 617K 5K –
FIRST HORIZON CORPORATION COM 471K 30K –
Home Depot Inc COM 12M 33K –
HONEYWELL INTL INC COM 509K 2K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 394K 2K –
ISHARES TR S&P MC 400GR ETF 152K 2K –
ISHARES TR CORE S&P SCP ETF 9K 80 –
ISHARES TR RUSSELL 2000 ETF 23K 112 –
ISHARES TR RUS 1000 VAL ETF 34K 195 –
ISHARES TR RUS MD CP GR ETF 2K 19 –
ISHARES TR S&P 500 VAL ETF 10K 57 –
ISHARES TR S&P SML 600 GWT 66K 512 –
ISHARES TR RUS 1000 GRW ETF 518K 1K –
ISHARES TR RUS 2000 GRW ETF 128K 489 –
ISHARES TR RUS 1000 ETF 31K 104 –
ISHARES TR CORE S&P MCP ETF 659K 11K –
ISHARES TR CORE S&P500 ETF 1M 2K –
ISHARES TR U.S. TECH ETF 505K 3K –
Johnson & Johnson COM 1M 10K –
JPMORGAN CHASE & CO. COM 4M 20K –
L3HARRIS TECHNOLOGIES INC COM 575K 3K –
ELI LILLY & CO COM 25M 28K –
Lockheed Martin Corp COM 381K 816 –
LOWES COS INC COM 298K 1K –
MARRIOTT INTL INC NEW CL A 727K 3K –
MASTERCARD INCORPORATED CL A 6M 14K –
MCDONALDS CORP COM 1M 6K –
MCKESSON CORP COM 9M 15K –
Merck & Co Inc COM 479K 4K –
META PLATFORMS INC CL A 829K 2K –
Microsoft Corp COM 39M 88K –
MONDELEZ INTL INC CL A 236K 4K –
MONSTER BEVERAGE CORP NEW COM 524K 10K –
NIKE INC CL B 996K 13K –
NORFOLK SOUTHN CORP COM 253K 1K –
Northrop Grumman Corp COM 3M 6K –
NOVO-NORDISK A S ADR 1M 10K –
NVIDIA CORPORATION COM 3M 26K –
Parker-Hannifin Corp COM 212K 420 –
PEPSICO INC COM 1M 7K –
PROCTER AND GAMBLE CO COM 1M 8K –
Rollins Inc COM 576K 12K –
Ross Stores Inc COM 938K 6K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 34K 700 –
SCHWAB STRATEGIC TR US AGGREGATE B 30K 650 –
SCHWAB STRATEGIC TR US DIVIDEND EQ 96K 1K –
SCHWAB STRATEGIC TR US MID-CAP ETF 6K 72 –
SCHWAB STRATEGIC TR US BRD MKT ETF 1M 21K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 21K –
SCHWAB STRATEGIC TR US LCAP GR ETF 12M 123K –
SCHWAB STRATEGIC TR 1000 INDEX ETF 272K 5K –
SOUTHSTATE CORPORATION COM 273K 4K –
STRYKER CORPORATION COM 2M 5K –
TJX COS INC NEW COM 6M 52K –
TEXAS INSTRS INC COM 224K 1K –
TRUIST FINL CORP COM 279K 7K –
Unitedhealth Group Inc COM 1M 2K –
VANGUARD INDEX FDS GROWTH ETF 12K 32 –
VANGUARD WORLD FD HEALTH CAR ETF 11K 41 –
VANGUARD WORLD FD INDUSTRIAL ETF 12K 50 –
VANGUARD WORLD FD INF TECH ETF 3M 5K –
VANGUARD WORLD FD MEGA GRWTH IND 256K 814 –
VANGUARD INDEX FDS MCAP VL IDXVIP 30K 198 –
VANGUARD INDEX FDS S&P 500 ETF SHS 15M 29K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 222K 3K –
VANGUARD SCOTTSDALE FDS TOTAL CORP BND 275K 4K –
VANGUARD INDEX FDS TOTAL STK MKT 782K 3K –
VANGUARD INDEX FDS SMALL CP ETF 18K 82 –
VANGUARD BD INDEX FDS SHORT TRM BOND 9K 118 –
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 8K 122 –
VISA INC COM CL A 13M 50K –
Yum Brands Inc COM 317K 2K –
ELEVANCE HEALTH INC COM 258K 477 –
WP CAREY INC COM 221K 4K –
SPDR S&P 500 ETF TR TR UNIT 5M 8K –