PEACHTREE INVESTMENT PARTNERS, LLC

HTTP://WWW.PEACHTREEINVESTMENTPARTNERS.COM ATLANTA, GA How do I update this listing?

Peachtree Investment Partners is based out of Atlanta. Peachtree Investment Partners is a large advisory firm with 112 clients and discretionary assets under management (AUM) of $117,217,802 (Form ADV from 2018-03-05). Their last reported 13F filing for Q4 2018 included $88,068,000 in managed 13F securities and a top 10 holdings concentration of 58.48%. Peachtree Investment Partners's largest holding is VISA Inc with shares held of 67,030. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.75%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PEACHTREE INVESTMENT PARTNERS, LLC
3525 PIEDMONT ROAD 7 PIEDMONT CENTER, SUITE 300
ATLANTA GA    30305
Country: United States

Business Phone: 404-478-3333
Fax: 404-364-1824
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 112
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments