# Peachtree Investment Partners, LLC

> Peachtree Investment Partners, LLC is an SEC-registered investment advisory firm in Vero Beach, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 142839
- Filed as: PEACHTREE INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142839
- AdvisorCensus page: https://advisorcensus.com/firm/peachtree-investment-partners-llc-vero-beach-fl-142839

## Quick answers

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

**Where is Peachtree Investment Partners, LLC located?**
Peachtree Investment Partners, LLC's principal office is in Vero Beach, FL, according to its Form ADV.

**Is Peachtree Investment Partners, LLC registered with the SEC or a state?**
Peachtree Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 142839.

**How much does Peachtree Investment Partners, LLC manage?**
Peachtree Investment Partners, LLC reports $335,811,989 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Peachtree Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Peachtree Investment Partners, LLC: Regulatory assets under management: $197,820,953 in the October 2021 data and $335,811,989 in the October 2026 data, up 70%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peachtree Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (82); pension and profit sharing plans (but not the plan participants or government pension plans) (21).

**Which custodians does Peachtree Investment Partners, LLC use?**
Peachtree Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Peachtree Investment Partners, LLC 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/142839

**What changed in Peachtree Investment Partners, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in TN, VA.

## 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 27, 2026)

- Minimum annual fee: None

> We do not impose a minimum portfolio size or minimum annual fee.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $335,811,989
- Discretionary: $335,811,989
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $55,176,159 |
| High net worth individuals | 82 | $265,606,549 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $0 |
| Corporations or other businesses not listed above | 15 | $15,029,281 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MA, NC, NE, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peachtreeinvestmentpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,820,953 | 1 | February 10, 2021 |
| October 2022 | $264,922,225 | 1 | February 27, 2022 |
| October 2023 | $237,159,357 | 2 | September 28, 2023 |
| October 2024 | $265,037,644 | 2 | September 13, 2024 |
| October 2025 | $305,285,707 | 2 | March 31, 2025 |
| October 2026 | $335,811,989 | 2 | September 14, 2026 |

Regulatory assets under management: $197,820,953 in the October 2021 data and $335,811,989 in the October 2026 data, up 70%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in TN, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peachtree Investment Partners, LLC (CRD 142839): Form ADV filing data as of October 2026.