Peachtree Creek Investments

Overview

Peachtree Creek Investments is a small independent registered investment adviser operating as a limited liability company and focused on bespoke portfolio work for individuals, families and small institutions. The firm’s advisory activity centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include standard percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports delivering both ongoing investment management and project-based planning work. Investment behavior skews toward liquid, manager-driven public vehicles supplemented by third‑party alternative fund allocations. Filings show a clear preference for public funds and mutual funds as the core building blocks of client portfolios, with a smaller but deliberate allocation to external managers across multiple alternative categories. The firm is not identified as a multi-state or ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices