{
  "crd_number": 334742,
  "slug": "peachtree-group-atlanta-ga-334742",
  "primary_business_name": "PEACHTREE GROUP",
  "legal_name": "DF INVESTMENT MANAGER, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-17",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 940840000.0,
  "raum_discretionary": 940840000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 79,
  "advisory_employees": 69,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 940840000.0,
      "count": 27
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://linkedin.com/company/peachtree-group/posts?feedView=all",
    "https://peachtreegroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334742",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/peachtree-group-atlanta-ga-334742",
  "display_name": "Peachtree Group",
  "summary": "Peachtree Group is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Peachtree Group (CRD 334742): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Peachtree Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Peachtree Group reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Peachtree Group charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Peachtree Group located?",
      "a": "Peachtree Group's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Peachtree Group registered with the SEC or a state?",
      "a": "Peachtree Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334742."
    },
    {
      "q": "How much does Peachtree Group manage?",
      "a": "Peachtree Group reports $940,840,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Peachtree Group's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Peachtree Group: Regulatory assets under management: $155,747,000 in the October 2025 data and $940,840,000 in the October 2026 data, up 504%. Total employees: 76 in October 2025 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Peachtree Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27)."
    },
    {
      "q": "Does Peachtree Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334742"
    },
    {
      "q": "What changed in Peachtree Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $155,747,000 to $940,840,000 (+504%). Employees performing advisory functions went from 68 to 69."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 155747000.0,
      "total_employees": 76,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 940840000.0,
      "total_employees": 79,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $155,747,000 to $940,840,000 (+504%).",
        "Employees performing advisory functions went from 68 to 69."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Peachtree Group receives compensation from Clients equal to a fixed percentage up to two percent (2%) per annum of the aggregate amount of invested capital allocable to assets owned by the Clients (the “Management Fee”)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Peachtree Group receives compensation from Clients equal to a fixed percentage up to two percent (2%) per annum of the aggregate amount of invested capital allocable to assets owned by the Clients (the “Management Fee”)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/peachtree-group-atlanta-ga-334742.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 940840000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334742",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}