Piedmont Investment Advisory LLLP

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Assets, Funds, Holdings

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Piedmont Investment Advisory LLLP
CRD #107421
SEC #801-35040
CIK #
AUM
Employees 3 (33% Investors, 0% Brokers)
Phone770-698-5500
AddressSix Concourse Pkwy
Atlanta, GA 30328
Source [IAPD] [Website]
Total AUM ($M)
15012090603001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Piedmont Family Office Fund LP 2012-04-03 0.0
HF Piedmont Partners LP [2012-04-03] 2.3 99.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 4 0.2
(b) Individuals (high net worth individuals) 36 17.4
(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 2 58.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(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 0.0
(n) Other 0 0.0
Total 39 75.9
By Discretionary
Discretionary 8 70.5
Non-Discretionary 31 5.4
Total 39 75.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 75.9
Total 39 75.9
Form D Directors # Filings # Firms 2011 - 2025
Piedmont Capital 2
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