PIEDMONT CAPITAL MANAGEMENT, LLC of GREENBORO, NC is an SEC-registered investment adviser (CRD 155682). Regulatory assets under management: $495.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PIEDMONT PARTNERS FUND, LLC | Other Private Fund | North Carolina | 32 | $118.9M | $1K |