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| Piedmont Capital Management LLC
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|---|---|
| CRD # | 155682 |
| SEC # | 801-110286 |
| CIK # | 0001656150 |
| AUM | 231.8 M (2026-03-30) |
| Employees | 24 (12% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 20.5 | |
| Cisco Systems Inc | 1.7 | |
| Coca Cola Co | 1.4 | |
| Verizon Communications Inc | 1.4 | |
| Johnson & Johnson | 1.4 | |
| Merck & Co Inc | 1.2 | |
| International Business Machines Corp | 1.2 | |
| Chevron Corp | 1.1 | |
| Amgen Inc | 0.9 | |
| Stantec Inc | 0.9 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Piedmont Partners Fund LLC | [2017-03-28] | 161.3 M | 118.9 M |
| Filed 2025-11-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 6.3 |
| (b) Individuals (high net worth individuals) | 56 | 326.1 |
| (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 | 118.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 21.9 |
| (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 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 495.4 |
| By Discretionary | ||
| Discretionary | 223 | 495.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 223 | 495.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 495.2 | |
| Total | 223 | 495.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Shields | Executive Officer | 9 | 2 | |
| John Simms Jr | Executive Officer | 2 | 2 | |
| Piedmont Capital Management LLC | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001656150] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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