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Piedmont Capital Management, LLC

● SEC registered since 2017CRD 155682SEC# 801-110286Greenboro, NC
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Ranks #3,847 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$407.7M
Fund GAV
$112.2M
Private funds
1
Employees
26
Accounts
206
Location
Greenboro, NC

Piedmont Capital Management, LLC assets under management

Piedmont Capital Management, LLC operates as an SEC-registered investment adviser based in Greenboro, NC. The firm has been registered since 2017. It reports $407.7 million in regulatory assets under management and employs 26 people. Piedmont Capital Management, LLC manages 1 private fund with combined gross assets of $112.2 million, including Piedmont Partners Fund, LLC. By regulatory assets, it ranks 3,847 of 5,911 private fund managers.

Piedmont Capital Management, LLC private funds

1 funds · $112.2M GAV
FundTypeGross assetsMin.
Piedmont Partners Fund, LLCOther Private$112.2M$1K

Piedmont Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Daniel Felton Smith ControlChief Investment OfficerUnder 5%2022
James Harris ControlCco, Ceo And PresidentUnder 5%2024
John Meredith Simms ControlChief Investment StrategistUnder 5%2011
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Frequently asked questions

How much does Piedmont Capital Management, LLC manage?

Piedmont Capital Management, LLC reports $407.7 million in regulatory assets under management on its Form ADV.

How many private funds does Piedmont Capital Management, LLC manage?

Piedmont Capital Management, LLC manages 1 private funds with combined gross assets of $112.2 million.

How many employees does Piedmont Capital Management, LLC have?

Piedmont Capital Management, LLC reports 26 employees.

Where is Piedmont Capital Management, LLC located?

Piedmont Capital Management, LLC is based in Greenboro, NC and has been SEC-registered since 2017.

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

Address800 Green Valley Rd., Ste 203, Greenboro, NC 27408
Phone336-274-5471
Fax336-272-8921
Office hours9:00 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$407.7M
Non-discretionary$0
Total (RAUM)$407.7M