Investment adviser · CRD 129451
PARK PIEDMONT ADVISORS LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Sep 26, 2025
- Regulatory AUM
- $1.03B Form ADV · Item 5.F
- Client accounts
- 1,559 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 220 | $901,176,842 | 87.6% |
| Individuals | 222 | $82,006,180 | 8.0% |
| Retirement plans | 5 | $22,260,125 | 2.2% |
| Corporations & businesses | Fewer than 5 | $11,738,413 | 1.1% |
| Charities | Fewer than 5 | $11,287,514 | 1.1% |
Filing source
Form ADV 2015228 · Sep 26, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 26, 2025. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
330 N WABASH AVE, 23RD FLOORCHICAGO, IL, 60611, United States
CRD 129451
Filing source
Form ADV 2015228 · Sep 26, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.