Piedmont Private Equity
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 174402
- Website
- piedmontprivateequity.com
- Fee structure
- Fixed Fees, Other
Firm profile
FINTRXOverview
Piedmont Private Equity is organized as a limited liability company under single-individual ownership and is set up to engage with private investment vehicles rather than public market advisory. The firm is not registered as a multi-state adviser, does not position itself as an active ESG investor, and is not designated as a pension consultant or related adviser. Its stated fee approach is fixed fees plus other fee arrangements. Activity filings identify the firm as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating its primary investment activity centers on arranging or sponsoring private-capital structures rather than running a broad retail advisory business.
Assets & Accounts
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
Owners & executives
2 of 2
Mark Sofge
Chief Compliance OfficerCRD 3133659

Tim Monks
CFOCRD 6630509
Contacts
1 of 1
Walter Hall
Founding PrincipalCRD 6630508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, 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
- Fulton
- Address
- 1 Concourse Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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