Piedmont Investment Advisors

investment firm

About

Piedmont Investment Advisors, LLC, located in Lansdowne (Leesburg) Virginia, is a registered investment adviser under the Investment

Details

Founded date
Jan 1, 2003
Operating Status
Active
Investor Type
Venture Capital

Piedmont Investment Advisors, LLC, located in Lansdowne (Leesburg) Virginia, is a registered investment adviser under the Investment Advisers Act of 1940. When Bill Militello, a graduate of the U.S. Naval Academy, founded Piedmont Investment Advisors in 2003, he set out to create not just another financial advisor or boutique investment firm, but rather to create a new “category” in financial services. His view is that the delivery of investment advice by financial advisors was ripe for innovation, and it has been Militello’s vision to challenge the conventional model. He believes that asset allocation should not be constrained to publicly traded stocks and bonds, and that the relationship between the client and the financial advisor should be free of conflicts.

Investments

Number of Investments
Number of Lead Investments
5
0
Piedmont Investment Advisors has made 5 investments. Their most recent investment was on Jan 9, 2013, when BrightContext raised 0.
Date Company Name
Round Money Raised Industry Lead Investor
Jan 9, 2013 BrightContext
Series Unknown Analytics
Nov 28, 2012 Veenome
Seed $600K Ad Network
Sep 18, 2012 Venga
Series Unknown Analytics
Aug 6, 2012 Lemur IMS
Series Unknown $893K E-Commerce
Series A $2.27M Advertising

Employee Profiles

Number of Employee Profiles
5
Piedmont Investment Advisors has 5 current employee profiles, including Executive Mark Mensack
Executive
Executive
Executive

Exits

Piedmont Investment Advisors has had 3 exits. Piedmont Investment Advisors most notable exits include Venga ,   Veenome

Date Company Name Exit Type Industry
May 2, 2019 Venga M&A Analytics Detail
Mar 4, 2015 Veenome M&A Ad Network Detail
Apr 16, 2014 BrightContext M&A Analytics Detail