PIA, LLLP
Firm details
- Headquarters
- BROOKHAVEN, Georgia
- CRD number
- 107421
- Registered since
- December 1, 1989
- Website
- piainvestments.com
- Custodians
- MAREX CAPITAL MARKETS INC., RBC CAPITAL MARKETS, LLC, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles78.38%
- HNWI21.6%
- Individuals0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pia, Lllp is a small, owner-operated hedge fund adviser that provides portfolio management for both individuals/families and pooled investment vehicles. The firm is SEC-registered since 1989 and operates with a fee model based on a percentage of assets under management. Its stated investment preference is equities, with a visible emphasis on exchange-traded instruments. The firm also serves as sponsor, general partner and managing member for pooled vehicles it advises, which aligns with its dual focus on separately managed accounts and a proprietary hedge fund. Advisory activity centers on discretionary portfolio management but the firm maintains a modest non-discretionary footprint. Pia, Lllp is not positioned as an ESG-focused manager and it is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents30%
- State & Local Bonds5%
Owners & executives
1 of 1MECHELLE VICKERS
CFO & CCOCRD 5668353
Contacts
2 of 2WILLIAM BROOKSHIRE
General PartnerCRD 31709
John-David Huff
Managing Member, Senior Portfolio ManagerCRD 6931561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKHAVEN, GA
DEKALB
Location
BROOKHAVEN, GA
Headquartered in BROOKHAVEN, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- DEKALB
- Address
- 1001 Summit Blvd
- Time zone
- ET (UTC-5)
- Office locations
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