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Piedmont Capital Management, LLC

● SEC registered since 2021CRD 165775SEC# 801-121170Whitefish, MT
Export (members)
Reg. AUM
$200.1M
Employees
2
Accounts
1,181
Location
Whitefish, MT

Piedmont Capital Management, LLC assets under management

Piedmont Capital Management, LLC is a registered investment adviser overseen by the SEC based in Whitefish, MT. The firm has been registered since 2021. It reports $200.1 million in regulatory assets under management and employs 2 people.

Piedmont Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Lyle Coco ControlManaging Partner & Chief Compliance Officer50-75%2024
Thomas Matthew Schuch ControlManaging Partner50-75%2024

Frequently asked questions

How much does Piedmont Capital Management, LLC manage?

Piedmont Capital Management, LLC reports $200.1 million in regulatory assets under management on its Form ADV.

How many employees does Piedmont Capital Management, LLC have?

Piedmont Capital Management, LLC reports 2 employees.

Where is Piedmont Capital Management, LLC located?

Piedmont Capital Management, LLC is based in Whitefish, MT and has been SEC-registered since 2021.

Does Piedmont Capital Management, LLC disclose fund performance?

Piedmont Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6442 Highway 93 South, Whitefish, MT 59937
Phone406-862-9400
Fax406-862-5063
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.1M
Non-discretionary$0
Total (RAUM)$200.1M