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| Happy Holidays!! thanks for using AUM13F!! |
| PlanPILOT LLC
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|---|---|
| CRD # | 160319 |
| SEC # | 801-73176 |
| CIK # | |
| AUM | $3.7 B (2025-06-20) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 312-973-4911 |
| Address | 223 West Jackson Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 177 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 3.7 |
| By Discretionary | ||
| Discretionary | 22 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 22 | 3.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Coronation International Limited
✚
|
3.8 | |
|
Pertento Advisors LLC
✚
|
FL | 3.8 |
|
Amundi US Investment Advisors LLC
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MA | 3.8 |
|
Pacific Financial Group LLC
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|
TN | 3.8 |
|
TPG RE Finance Trust Management LP
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|
TX | 3.7 |
|
Guggenheim Funds Investment Advisors LLC
✚
|
IL | 3.7 |
|
Smartleaf Asset Management LLC
✚
|
MA | 3.7 |
|
Next Legacy Management LLC
✚
|
CA | 3.7 |
|
Swiss RE Insurance-Linked Investment Advisors Corporation
✚
|
NY | 3.6 |
|
Sixth Street Specialty Lending Advisers LLC
✚
|
TX | 3.6 |