PILOT ASSET MANAGEMENT LLC

PILOT ASSET MANAGEMENT LLC of WINNETKA, IL is an SEC-registered investment adviser (CRD 148146). Regulatory assets under management: $83.1M.

Registration

• CRD: 148146
• Type: Registered investment adviser
• Location: 560 GREEN BAY ROAD, WINNETKA, IL, 60093
• Phone: 847-386-6782
• Latest filing: 2026-03-30
• Regulatory AUM: $83.1M
• Discretionary AUM: $76.7M
• Non-discretionary AUM: $6.4M
• Clients: 1
• Accounts: 307

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search