Pia, Lllp

RIAState Registered

Total AUM

$71.8M

Discretionary

$66.4M

92% of AUM

Avg account

$2.3M

Accounts

31

Employees

3

Advisory reps

3

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

FINTRX

Overview

Pia, Lllp operates as a hedge-fund–classified advisory business that serves both high‑net‑worth individuals/families and institutional clients. The firm provides portfolio management for individual/small business accounts and for pooled investment vehicles, and it also sponsors and acts as general partner/managing member for pooled funds it runs. Ownership is held by an individual and the firm charges fees based on a percentage of assets under management. It is state-registered in Georgia and Louisiana.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
Cash & Cash Equivalents30%
State & Local Bonds5%

Owners & executives

1 of 1

Mechelle Vickers
CFO & CCOCRD 5668353

Contacts

2 of 2

John-David Huff
Managing Member, Senior Portfolio ManagerCRD 6931561
William Brookshire
General PartnerCRD 31709

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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