PIA, LLLP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,532,847
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
LowAverage account size
$535,615
About
Piedmont Investment Advisory, LLLP provides investment advisory and portfolio management services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and pooled investment vehicles. The firm manages both discretionary and non-discretionary accounts and reports approximately $66.4 million in discretionary assets and $5.4 million in non-discretionary assets as of December 31, 2025.
Piedmont says it uses a blend of fundamental and technical research and considers tax implications when selecting publicly traded equities and fixed income securities; equity derivatives are used primarily for hedging. The firm also operates a private investment partnership (Piedmont Partners LP) and discloses policies to address conflicts arising from side-by-side management of performance-fee and non-performance-fee accounts.
What distinguishes Piedmont from many peers is its role as adviser to and related-party general partner of a private fund, with a performance allocation structure that allocates a 20% carried interest above a hurdle tied to the average annual 90‑day Treasury bill and a one-year holding period. The brochure also notes use of equity derivatives, the potential use of soft dollars for research, a $1,000,000 account minimum for management consideration, and that the firm is currently not soliciting new clients.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0+: 0.50% $0+: 1.00%
20% performance allocation above the Partnership’s hurdle rate for the Fund (carried interest)
Account minimum: $1,000,000
Main office location
PIA, LLLP
1001 Summit Blvd Ne, Suite 1150
Atlanta GA 30319, United States
Number of offices
1
Most active in
PIA, LLLP has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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