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| Happy Holidays!! thanks for using AUM13F!! |
| Piedmont Capital Management LLC
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| CRD # | 155682 |
| SEC # | 801-110286 |
| CIK # | 0001656150 |
| AUM | $200.1 M (2025-03-30) |
| Employees | 26 (12% Investors, 0% Brokers) |
| Phone | 336-274-5471 |
| Address | 800 Green Valley Rd, Ste 203 Greenboro, NC 27408 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 15.5 | ||
| Cisco Systems Inc | 1.5 | ||
| International Business Machines Corp | 1.4 | ||
| Coca Cola Co | 1.2 | ||
| Verizon Communications Inc | 1.2 | ||
| Stantec Inc | 1.1 | ||
| Microsoft Corp | 0.9 | ||
| SPDR Gold Trust | 0.8 | ||
| Johnson & Johnson | 0.8 | ||
| Chevron Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Piedmont Partners Fund LLC | [2017-03-28] | 161.3 | 112.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 7.2 |
| (b) Individuals (high net worth individuals) | 59 | 250.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 112.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 21.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 16.4 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 407.7 |
| By Discretionary | ||
| Discretionary | 206 | 407.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 407.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 407.5 | |
| Total | 206 | 407.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Shields | 9 | ||
| John Simms Jr | 2 | ||
| Piedmont Capital Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001656150] |
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