PEACHTREE INVESTMENT Overview

Peachtree Investment Advisors Inc. is an investment advisor that manages 304 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 102MM in positions, representing 34% of the manager's regulatory AUM.

PEACHTREE INVESTMENT StockAlpha

-1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PEACHTREE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHF 9.37% ETF -0.49% -0.49% 0 1%
AAPL 4.22% Tech 1.31% -0.03% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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PEACHTREE INVESTMENT Founders and Key Employees

Name Title In Position Since
Michael E. Wolf Chief Compliance Officer, Partner April-2006
Wesley A. French Partner April-2006
Mark A. Stancil Partner January-2012

PEACHTREE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

PEACHTREE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Peachtree manages portfolios using a variety of investment strategies. Broadly, these strategies can be classified according to two groups: Multiple Asset Strategy Portfolios and Traditional
Equity and Fixed Income Portfolios.


Peachtree Investment Advisors
Part 2A of Form ADV, Page 5
Multiple Asset Strategy Portfolios
Peachtree manages Multiple Asset Strategy Portfolios for a range of different risk profiles. Many of these portfolios are designed to serve as a surrogate for traditional equity and fixed income portfolios. These endowment style portfolios employ strategies that range from assertive growth objectives to portfolios designed primarily for capital preservation.


Peachtree builds portfolios using a diverse mix of asset categories, including equity securities (e.g., common stocks), fixed income securities (e.g., bonds issued by sovereign governments an...
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PEACHTREE INVESTMENT Portfolio Concentration

PEACHTREE INVESTMENT Location

3455 PEACHTREE ROAD, NE
SUITE 350
ATLANTA, Georgia
UNITED STATES, 30326

PEACHTREE INVESTMENT Contact Information

Phone Number: 404-604-3400
Fax Number: 404-604-3401
Website:

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