# Peachtree Group

> 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.

- CRD: 334742
- Filed as: PEACHTREE GROUP
- Legal name: DF Investment Manager, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334742
- AdvisorCensus page: https://advisorcensus.com/firm/peachtree-group-atlanta-ga-334742

## Quick answers

**How is Peachtree Group compensated?**
On its Form ADV (Item 5.E, October 2026), Peachtree Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Peachtree Group charge?**
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.

**Where is Peachtree Group located?**
Peachtree Group's principal office is in Atlanta, GA, according to its Form ADV.

**Is Peachtree Group registered with the SEC or a state?**
Peachtree Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334742.

**How much does Peachtree Group manage?**
Peachtree Group reports $940,840,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Peachtree Group's assets and staff changed since 2025?**
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.

**What types of clients does Peachtree Group serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

**Does Peachtree Group report any disciplinary disclosures?**
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

**What changed in Peachtree Group's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $940,840,000
- Discretionary: $940,840,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $940,840,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 79 total, 69 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peachtreegroup.com
- LinkedIn @peachtree-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $155,747,000 | 76 | March 17, 2025 |
| October 2026 | $940,840,000 | 79 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $155,747,000 to $940,840,000 (+504%).
- Employees performing advisory functions went from 68 to 69.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peachtree Group (CRD 334742): Form ADV filing data as of October 2026.