Investment adviser · CRD 139942

PEACHTREE INVESTMENT ADVISORS, INC.

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 28, 2018

Regulatory AUM
$330M
Form ADV · Item 5.F
Client accounts
367
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals73$223,550,07367.7%
Pooled investment vehicles1$36,764,19011.1%
CharitiesFewer than 5$32,107,0069.7%
Corporations & businessesFewer than 5$25,419,3537.7%
Individuals17$10,192,8603.1%
Other investment advisersFewer than 5$2,277,1300.7%
Filing source

Form ADV 1193638 · Mar 28, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FWF GLOBAL OPPORTUNITY PARTNERS, LPOther Private Fund · Last reported Mar 28, 2018$36.8MGross asset value

Form D fundraising filings

FWF Global Opportunity Partners, LP

Auditor MOORE COLSON ATLANTA, Georgia, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MOORE COLSON
PCAOB 5486

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-5427098590
Reported beneficial owners
35
Minimum commitment
$500K
Form D file number
021-100000

Form ADV 1193638 · Mar 28, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FWF REAL RETURN PARTNERS, LPOther Private Fund · Last reported Mar 30, 2015$10.4MGross asset value

Form D fundraising filings

FWF Real Return Partners, LP

Auditor MCGLADREY LLP NEW YORK, New York, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-7547371701
Reported beneficial owners
14
Minimum commitment
$500K
Form D file number
021-206160

Form ADV 891648 · Mar 30, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

945 EAST PACES FERRY ROAD, SUITE 2220
ATLANTA, GA, 30326, United States

CRD 139942

Filing source

Form ADV 1193638 · Mar 28, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.