# PIEDMONT CAPITAL MANAGEMENT, LLC

PIEDMONT CAPITAL MANAGEMENT, LLC of GREENBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 155682
- Type: SEC-registered investment adviser
- SEC file number: 801-110286
- Location: 800 GREEN VALLEY RD., STE 203, GREENBORO, NC, 27408
- Phone: 336-274-5471
- Latest filing: 2026-03-19
- Regulatory AUM: $495.6M
- Discretionary AUM: $495.6M
- Clients: 24
- Accounts: 223

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| James Harris | CCO, CEO AND PRESIDENT; CEO AND PRESIDENT | Coral Gables, FL |
| John Meredith Simms | CHIEF INVESTMENT STRATEGIST | — |
| Susan Benson Gleason | EXECUTIVE VICE PRESIDENT/ CHIEF CLIENT OFFICER/ TREASURER | — |
| Daniel Felton Smith | CHIEF INVESTMENT OFFICER | — |
| Kevin Ryan Freeman | CHIEF COMPLIANCE OFFICER & INFORMATION TECHNOLOGY OFFICER | — |
| SHIELDS MICHAEL KIRK | PRESIDENT | — |
| SIMMS JOHN MEREDITH | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT STRATEGIST | — |
| GLEASON SUSAN BENSON | CEO / PRESIDENT / TREASURER; EXECUTIVE VICE PRESIDENT/ CHIEF CLIENT OFFICER/ TREASURER; TREASURER | — |
| HARRIS ANTHONY JAMES | CCO, CEO AND PRESIDENT | — |
| TILLEY KEVIN DOUGLAS | TREASURER | — |
| STURGES MARIA LYNN | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR COMPLIANCE AND IT /CHIEF COMPLIANCE OFFICER | — |
| Smith Daniel Felton | CHIEF INVESTMENT OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PIEDMONT PARTNERS FUND, LLC | Other Private Fund | North Carolina | 32 | $118.9M | $1K |


## Fund service providers (1)

- administrator: FAIRVIEW INVESTMENT ADMINISTRATION, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155682/similar
- Related entities: https://search.stillhousedata.com/firm/155682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155682

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.