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Piedmont Capital Management LLC
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CRD # | 165775 |
SEC # | 801-121170 |
CIK # | 0001656150 |
AUM | $172.3 MM (2024-07-02) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 406-862-9400 |
Address | 6442 Highway 93 South Whitefish, MT 59937 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLDM | 8.0 | ||
DOW | 38,247.2 | 1.5 | |
VZ | 211,914.0 | 1.2 | |
IBM | 127,593.9 | 1.2 | |
KO | 269,985.6 | 1.1 | |
CSCO | 178,309.9 | 0.9 | |
CVX | 294,604.1 | 0.9 | |
MSFT | 1,918,222.4 | 0.8 | |
AMGN | 130,083.0 | 0.8 | |
MMM | 74,165.4 | 0.8 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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Other | Piedmont Partners Fund LLC | [2017-03-28] | 161.4 | 109.3 |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 482 | 88.8 |
(b) Individuals (high net worth individuals) | 41 | 82.1 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.6 |
(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 | 0 | 0.9 |
(n) Other | 0 | 0.0 |
Total | 1,175 | 172.3 |
By Discretionary | ||
Discretionary | 1,175 | 172.3 |
Non-Discretionary | 0 | 0.0 |
Total | 1,175 | 172.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 172.3 | |
Total | 1,175 | 172.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Michael Shields | 9 | ||
John Simms Jr | 2 | ||
Piedmont Capital Management LLC | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001656150] |
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MD | 0.2 |
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NY | 0.2 |
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CA | 0.2 |
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CO | 0.2 |
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OH | 0.2 |
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NJ | 0.2 |
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0.2 | |
McCartney Wealth Management LLC
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MO | 0.2 |