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| Keyboard |
| PlanPILOT LLC
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|---|---|
| CRD # | 160319 |
| SEC # | 801-73176 |
| CIK # | |
| AUM | 5,578.3 M (2026-02-10) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 312-973-4911 |
| Address | 223 West Jackson Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 172 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 5.6 |
| By Discretionary | ||
| Discretionary | 29 | 5.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 29 | 5.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 143 |
| Serves | Institutional |
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