Form D · Other Investment Fund

Piedmont Partners Fund, LLC

Greensboro, NC · CIK 0001655272

Offering snapshot reported Nov 25, 2025 · SEC filing

Reported sold
$161M
Indefinite offering
Investors reported
68
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Oct 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$80.7M$161MOct 9, 2015: $52,893,531.00Oct 9, 2015Dec 8, 2016: $73,183,054.00Dec 4, 2017: $81,448,969.00Dec 4, 2018: $106,147,989.00Dec 3, 2019: $115,100,490.00Dec 3, 2021: $155,366,990.00Dec 2, 2022: $161,261,475.00Dec 1, 2023: $161,401,496.00Nov 29, 2024: $161,261,475.00Nov 25, 2025: $161,261,475.00Nov 25, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$52,893,531 → $161,261,475
  • Reported investors26 → 68

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 25, 2025Amendment$161,261,475$108,367,944vs Oct 9, 201568SEC filing
Nov 29, 2024Amendment$161,261,475$108,367,944vs Oct 9, 201568SEC filing
Dec 1, 2023Amendment$161,401,496$108,507,965vs Oct 9, 201568SEC filing
Dec 2, 2022Amendment$161,261,475$108,367,944vs Oct 9, 201568SEC filing
Dec 3, 2021Amendment$155,366,990$102,473,459vs Oct 9, 201567SEC filing
Jul 16, 2021Amendment$146,801,990No comparisonNot reportedSEC filing
Dec 3, 2019Amendment$115,100,490$62,206,959vs Oct 9, 201545SEC filing
Dec 4, 2018Amendment$106,147,989$53,254,458vs Oct 9, 201542SEC filing
Dec 4, 2017Amendment$81,448,969$28,555,438vs Oct 9, 201539SEC filing
Dec 8, 2016Amendment$73,183,054$20,289,523vs Oct 9, 201534SEC filing
Oct 9, 2015Initial$52,893,531No comparison26SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-249082

Source: Form D, filed Nov 25, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PIEDMONT PARTNERS FUND, LLC

Investment adviser: PIEDMONT CAPITAL MANAGEMENT, LLC

Gross asset value
$119M
Beneficial owners
32
ADV minimum commitment
$1K

Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2077080 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-4029949044

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Piedmont Capital Management, Llc Director
Michael K. Shields Executive
John M. Simms, Jr. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
800 Green Valley Road Suite 203
Greensboro, NC, 27408