Form D · Other Investment Fund
PIEDMONT PARTNERS, LIMITED PARTNERSHIP
Brookhaven, GA · CIK 0000918847
Offering snapshot reported Apr 22, 2026 · SEC filing
- Reported sold
- $25M Indefinite offering
- Investors reported
- 52 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Apr 28, 2011 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 22, 2026 | Amendment | $25,045,376 | $0vs Apr 23, 2025 | 52 | SEC filing |
| Apr 23, 2025 | Amendment | $25,045,376 | $203,997vs May 2, 2024 | 52 | SEC filing |
| May 2, 2024 | Amendment | $24,841,379 | $496,546vs May 19, 2023 | 52 | SEC filing |
| May 19, 2023 | Amendment | $24,344,833 | $364,473vs Jun 27, 2022 | 52 | SEC filing |
| Jun 27, 2022 | Amendment | $23,980,360 | $955,158vs Jul 15, 2021 | 52 | SEC filing |
| Jul 15, 2021 | Amendment | $23,025,202 | No comparison | Not reported | SEC filing |
| Jul 21, 2020 | Amendment | $22,015,760 | $846,747vs Jul 22, 2019 | 52 | SEC filing |
| Jul 22, 2019 | Amendment | $21,169,013 | $0vs May 1, 2018 | 59 | SEC filing |
| May 1, 2018 | Amendment | $21,169,013 | $0vs Apr 30, 2018 | 69 | SEC filing |
| Apr 30, 2018 | Initial | $21,169,013 | No comparison | 69 | SEC filing |
| May 12, 2011 | Initial | $2,306,497 | No comparison | 14 | SEC filing |
| Sep 7, 2010 | Initial | $11,510,148 | No comparison | 59 | SEC filing |
| Feb 14, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-311294
Source: Form D, filed Apr 22, 2026. 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 LP
Investment adviser: PIEDMONT INVESTMENT ADVISORY LLLP
- Gross asset value
- $99M
- Beneficial owners
- 60
- ADV minimum commitment
- $250K
Reported in Form ADV on Dec 10, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
AGL CPA GROUP LLC
PCAOB 3488
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
OPPENHEIMER & CO. INC.
SEC 8-4077
PERSHING LLC
SEC 8-17574
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
RBC CAPITAL MARKETS, LLC
SEC 8-45411
SEQUOIA INVESTMENTS, INC.
SEC 8-48712
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
WELLS FARGO CLEARING SERVICES, LLC
SEC 8-37180
COWEN EXECUTION SERVICES LLC
CRD 35693 · SEC 8-46838
RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 8-45411
Filing source
Form ADV 1583707 · Dec 10, 2021 · Schedule D 7.B.(1), fund 805-9558881136
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.
| Name | Reported role |
|---|---|
| William Brookshire | Executive, Promoter |
| John Huff | Executive, Promoter |
| Llc Piedmont Capital, | Executive |
| N/A Piedmont Capital Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Brookhaven, GA, 30319