Piedmont Capital Management, LLC
● SEC registered since 2017CRD 155682SEC# 801-110286Greenboro, NC
Ranks #3,911 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$495.6M
Fund GAV
$118.9M
Private funds
1
Employees
24
Accounts
223
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 $495.6 million in regulatory assets under management and employs 24 people. Piedmont Capital Management, LLC manages 1 private fund with combined gross assets of $118.9 million, including Piedmont Partners Fund, LLC. By regulatory assets, it ranks 3,911 of 6,004 private fund managers.
Piedmont Capital Management, LLC private funds
1 funds · $118.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Piedmont Partners Fund, LLC | Other Private | $118.9M | $1K |
Piedmont Capital Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Felton Smith Control | Chief Investment Officer | Under 5% | 2022 |
| James Harris Control | Ceo And President | Under 5% | 2024 |
| John Meredith Simms Control | Chief Investment Strategist | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Piedmont Capital Management, LLC manage?
Piedmont Capital Management, LLC reports $495.6 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 $118.9 million.
How many employees does Piedmont Capital Management, LLC have?
Piedmont Capital Management, LLC reports 24 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
| Address | 800 Green Valley Rd., Ste 203, Greenboro, NC 27408 |
| Phone | 336-274-5471 |
| Fax | 336-272-8921 |
| Office hours | 9:00 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$495.6M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 65%
Larger than 35% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$495.6Mregulatory AUM
Discretionary $495.6M
Service providers
Auditor
Custodian
Administrator