Est. 2004 — Charlotte, North Carolina
A private, multi-generational family office deploying patient capital across real assets, private credit, and select equity strategies throughout the Southeast.
Our Strategies Learn MoreAssets Under Management
Years of Stewardship
Core Strategies
States of Operation
Who We Are
Piedmont Heritage Capital was founded with a singular conviction: that enduring wealth is built not through speculation, but through disciplined allocation to tangible, income-producing assets managed with an owner’s mentality.
As a private family office, we invest our own capital alongside a select group of aligned partners. Our horizons are measured in decades, not quarters, allowing us to pursue opportunities that demand patience and conviction.
Investment Pillars
Class B multifamily real estate across the Carolinas, agricultural land, and timberland providing durable income streams and inflation protection.
Explore Real Estate →Direct lending and structured credit solutions to lower middle-market companies, targeting current yield with strong downside protection.
View Strategies →Concentrated value positions in public markets alongside growth equity in private companies with proven business models and clear paths to scale.
View Strategies →Get in Touch
We welcome conversations with aligned families, operators, and institutional partners who share our long-term perspective.
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