Investment adviser · CRD 125465

PIEDMONT INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

LANSDOWNE, VA, United States · Form ADV filed Jul 21, 2018

Regulatory AUM
$103M
Form ADV · Item 5.F
Client accounts
65
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles15$51,770,18050.5%
High-net-worth individuals22$50,814,78849.5%
Filing source

Form ADV 1230696 · Jul 21, 2018 · 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 NUMISMATICS, LLCOther Private Fund · Last reported Jul 21, 2018$600KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3111990493
Reported beneficial owners
12
Minimum commitment
$50K

Form ADV 1230696 · Jul 21, 2018 · 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: Jul 21, 2018. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

19455 DEERFIELD AVENUE, SUITE 307
LANSDOWNE, VA, 20176, United States

CRD 125465

Filing source

Form ADV 1230696 · Jul 21, 2018 · 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.