The PIEDMONT CAPITAL MANAGEMENT is a privately held investment adviser that advises $495.62mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PIEDMONT CAPITAL MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 90.67% over the last 5-years.
The Group has been registered with the SEC for 9.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 800 GREEN VALLEY RD., STE 203, GREENSBORO, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 3 investment and 21 non-investment staff. The total number of Employees increased by 500% over the last 5-years.
Their $495.62mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $326.29mn or 65.83% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $118.89mn or 23.99% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PIEDMONT CAPITAL MANAGEMENT names 2 sub-advisers APERIO GROUP, LLC, EAGLE CAPITAL MANAGEMENT LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.