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PILOT ASSET MANAGEMENT LLC
CRD 148146
560 GREEN BAY ROAD, SUITE 200, WINNETKA, IL, 60093, United States
Phone
847-386-6782
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.1M
Discretionary AUM
$76.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $32.8M |
| High net worth individuals | 20 | $50.3M |
All web addresses on file
Official SEC filing: View on IAPD