# Peachtree Investment Partners Peachtree Investment Partners is an Asset Manager based in Vero Beach, United States. ## Overview - **Organization type:** Asset Manager - **Headquarters:** Vero Beach, United States - **Region:** North America - **Address:** Indian River Shores, FL, United States - **Founded:** 2006 - **Assets under management:** Undisclosed - **Website:** www.peachtreeinvestmentpartners.com - **LinkedIn:** https://www.linkedin.com/company/peachtree-investment-partners-llc ## Regulatory record - **CRD number:** 142839 - **SEC file number:** 801-112764 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 ## About Garrard Schaefer established Peachtree Investment Partners in December 2006, drawing on leadership experience at Prudential Securities, Legg Mason, CIBC World Markets, and The Northern Trust Company. The firm is structured as a registered investment advisor serving individuals, trusts, and estates. Schaefer's daughter Courtney Schaefer Deveau joined the firm in July 2023 as a Financial Advisor and Director of Business Development, signaling a family succession element within the practice. Peachtree builds portfolios using individual stocks, bonds, and index ETFs, prioritizing companies with strong fundamentals that support dividend growth. The firm's mandate is intentionally straightforward — it does not pursue venture, private equity, or alternative assets. Investment selection is rooted in bottom-up fundamental analysis of publicly traded equities and fixed-income instruments. Client assets are managed on a discretionary basis with direct input from the two principals, who operate from offices in Florida and Atlanta. As of mid-2025, the firm lists two investment professionals — Schaefer and Deveau — with no disclosed aggregate AUM or deployment figures. The practice reflects a lean, generalist advisory model without ancillary vehicles, philanthropic foundations, or club affiliations mentioned in public filings. Its website emphasizes personalized, income-oriented portfolios tailored to individual client goals and tax considerations, with responsiveness cited as a core operating principle. Peachtree's operating structure — a father-daughter advisory team managing concentrated equity and fixed-income portfolios from two Southeastern locations — represents a deliberate small-scale RIA model. The firm does not participate in fund commitments, pooled vehicles, or institutional capital raising, setting it apart from multi-family offices and larger RIAs that have adopted platform-based or multi-manager approaches. ## Sectors - Financial Services ## Offices - Atlanta, GA ## People - Garrard Schaefer — Managing Partner and Chief Compliance Officer - Courtney Schaefer Deveau — Financial Advisor and Director of Business Development ## Questions ### Who runs investment decisions at Peachtree Investment Partners? Garry Schaefer, the firm's founder and Managing Partner, leads all investment decisions as Chief Compliance Officer. His daughter Courtney Schaefer Deveau joined in 2023 as a Financial Advisor and also handles business development. The firm operates as a two-person RIA with no external investment committee or separate CIO. ### What asset classes does Peachtree Investment Partners manage? Peachtree focuses on publicly traded equities, bonds, and index ETFs. The firm explicitly states it manages income-oriented growth equity portfolios — there is no indication of allocations to private equity, venture capital, real estate, or alternative investments. Client portfolios are built through direct security selection, not outsourced to sub-advisors or fund managers. ### Does the firm participate in fund commitments or co-investments? No. The firm selects individual stocks, bonds, and ETFs for client portfolios. There is no public disclosure of fund commitments, direct co-investments, SPVs, or participation in pooled investment vehicles alongside other institutional investors. ### How is the firm structured for succession? The addition of Courtney Schaefer Deveau in July 2023 established a clear family succession path. As Garry Schaefer's daughter, she joined as a licensed Financial Advisor (Series 65) and Director of Business Development. Her background spans fundraising at The Museum of Modern Art and donor relations at Pace Academy. ## Related profiles - [Peachtree Equity](https://altss.com/profile/peachtree-equity) - [Peacock Ventures](https://altss.com/profile/peacock-ventures) --- Updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/peachtree-investment-partners Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology