PEACHTREE GROUP

RIASEC RegisteredEst. 2025
Total AUM
$941M
Discretionary
$941M
100% of AUM
Avg account
$314M
Accounts
3
Employees
79
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
334742
Registered since
April 17, 2025
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peachtree Group functions as a real estate–focused investment adviser that manages pooled investment vehicles for institutional clients. Its advisory activity centers on portfolio management for closed private funds where the firm also serves as sponsor, general partner and managing member. Fee arrangements are based on a percentage of assets under management, and the firm does not identify as an active ESG investor. Peachtree Group is set up as a domestic limited liability company and is registered with the SEC in 2025. The firm’s business model is built around fund-level management rather than one-off separate-account mandates. Industry affiliations include broker‑dealer and sponsor roles, which indicate an integrated execution and capital‑formation capability: sourcing transactions, structuring pooled vehicles and carrying out asset‑level oversight on behalf of institutional owners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gregory Friedman

    Managing Principal, CEOCRD 7121986

  • Jatin Desai

    Chief Financial OfficerCRD 7144406

Contacts

1 of 1
  • Kevin Cadin

    General CounselCRD 8058180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3500 Lenox Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth