A complete list of active advisors currently associated with Piedmont Private Equity

Warmer can help you find a great advisor at Piedmont Private Equity or one who fits your needs even better.

Piedmont Private Equity advises issuers of special purpose limited liability companies (SPLLCs) that acquire interests in real estate-focused investment entities, providing consultative services on acquisition, holding, disposition, organizational structure, private placement offerings, and tax mitigation strategies. Its reported ongoing advisory services cover roughly $7.9 million in client assets and are delivered through project-based engagements with the managing member or issuer as the contractual client. The firm’s approach is tailored to each SPLLC’s governing documents and emphasizes market research and third‑party technical due diligence (e.g., engineers, environmental consultants, surveyors) to evaluate land plans and expected risk‑adjusted returns. An affiliated manager provides ongoing annual management consulting to the Land Companies and SPLLCs, including restructuring, investor communications, and disposition planning, and the firm works through Cumulus Fund structures and related private offering vehicles. Distinctive among supported advisers, Piedmont operates as a fund sponsor/syndicator and its affiliate routinely serves as manager and may take co‑investment equity interests (generally up to 5%), with several related entities under common ownership providing consulting and single‑asset fund services. The firm does not provide individual portfolio management, does not serve retail or high‑net‑worth individual clients, and does not use percentage‑of‑AUM fees, so its client base and compensation model are centered on issuer‑level, project‑based advisory work rather than traditional individual wealth management.

To learn more about the advisors currently working at Piedmont Private Equity, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Mark Sofge profile photo Mark Sofge
Atlanta, GA
10
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