DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Piedmont Numismatics, LLC

Other Private Fundadvised byPiedmont Investment Advisors, LLCformer805-3111990493IAPD
Gross asset value
$600,000
as of Jul 21, 2018; not a fund size
Peak GAV
$600,000
highest filing
Owners
12
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
8%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
4%
Reported
8 filings
Mar 30, 2016 to Jul 21, 2018
Reporting history
one row per Form ADV filing
Gross asset value$600,000 as of Jul 21, 2018
Mar 30, 2016$600,000 then
Owners12 as of Jul 21, 2018
Mar 30, 201612 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Virginia, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Type as written
PIEDMONT NUMISMATICS, LLC IS A FUND THAT INVESTS IN RARE GOLD AND SILVER COINS.reported
Custodians
Schedule D 7.B.(1).A.25, latest filing
No custodian reported.
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
8.0%reportedadviser and related persons