Investment adviser · CRD 155682

PIEDMONT CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

GREENBORO, NC, United States · Form ADV filed Mar 19, 2026

Regulatory AUM: $496M
Client accounts: 223
Employees: 24
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	57	$326,291,640	65.8%
Pooled investment vehicles	1	$118,887,637	24.0%
Corporations & businesses	Fewer than 5	$22,183,348	4.5%
Charities	Fewer than 5	$21,938,635	4.4%
Individuals	31	$6,321,467	1.3%

Filing source

Form ADV 2077080 · Mar 19, 2026 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PIEDMONT PARTNERS FUND, LLCOther Private Fund · Last reported Mar 19, 2026$119MGross asset value

Form D fundraising filings

Piedmont Partners Fund, LLC

Fund administrator FAIRVIEW INVESTMENT ADMINISTRATION, LLC RALEIGH, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor RICHIE MAY LLC ENGLEWOOD, Colorado, United States

Custodian NATIONAL FINANCIAL SERVICES, LLC BOSTON, Massachusetts, United States Related to adviser: No

Custodian NORTHERN TRUST CHIGAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHIE MAY LLC
PCAOB 673

Fund details & source

Fund ID: 805-4029949044
Reported beneficial owners: 32
Minimum commitment: $1K
Form D file number: 021-249082

Form ADV 2077080 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

800 GREEN VALLEY RD., STE 203
GREENBORO, NC, 27408, United States

CRD 155682

Filing source

Form ADV 2077080 · Mar 19, 2026 · 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.