PEACHTREE INVESTMENT ADVISORS, INC.
CRD #139942 SEC #801-66552 ATLANTA, GA 404-604-3400
SEC Registered Private Funds
Total AUM
$330.3M
Discretionary
$317.1M
Employees
4
Clients
51
Accounts
367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $330.3M | $317.1M | $13.2M | 4 | 0 |
| Mar 2017 | $280.8M | $262.4M | $18.5M | 4 | 26 |
| Mar 2016 | $259.7M | $259.7M | $0 | 4 | 26 |
| Mar 2015 | $304M | $304M | $0 | 5 | 26 |
| Mar 2014 | $392.2M | $392.2M | $0 | 6 | 100 |
| Mar 2013 | $346.7M | $346.7M | $0 | 6 | 100 |
| Mar 2012 | $300M | $300M | $0 | 6 | 26 |
| Apr 2011 | $256.3M | $256.3M | $0 | 10 | -- |
| Mar 2011 | $256.3M | $256.3M | $0 | 10 | -- |
| Mar 2010 | $225.2M | $218.3M | $6.9M | 10 | -- |
| Feb 2008 | $107.1M | $97.3M | $9.8M | 5 | -- |
| Nov 2007 | $73M | $63.5M | $9.5M | 5 | -- |
| Mar 2007 | $73M | $63.5M | $9.5M | 5 | -- |
| Jan 2007 | $73M | $63.5M | $9.5M | 5 | -- |
DateMar 2018
Total AUM$330.3M
Discretionary$317.1M
Non-Disc.$13.2M
Employees4
Clients0
DateMar 2017
Total AUM$280.8M
Discretionary$262.4M
Non-Disc.$18.5M
Employees4
Clients26
DateMar 2016
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$304M
Discretionary$304M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees6
Clients100
DateMar 2013
Total AUM$346.7M
Discretionary$346.7M
Non-Disc.$0
Employees6
Clients100
DateMar 2012
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees6
Clients26
DateApr 2011
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$225.2M
Discretionary$218.3M
Non-Disc.$6.9M
Employees10
Clients--
DateFeb 2008
Total AUM$107.1M
Discretionary$97.3M
Non-Disc.$9.8M
Employees5
Clients--
DateNov 2007
Total AUM$73M
Discretionary$63.5M
Non-Disc.$9.5M
Employees5
Clients--
DateMar 2007
Total AUM$73M
Discretionary$63.5M
Non-Disc.$9.5M
Employees5
Clients--
DateJan 2007
Total AUM$73M
Discretionary$63.5M
Non-Disc.$9.5M
Employees5
Clients--