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Pilot Retirement Advisors
Pilot Retirement Advisors is a fee-only RIA serving HNW families with retirement planning and portfolio management. AUM and team size are undisclosed.
Pilot Retirement Advisors
Pilot Retirement Advisors is an SEC-registered investment adviser with $42 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at Pilot Retirement Advisors?
The firm's leadership is not publicly named on the website or in regulatory filings. Without a disclosed team, investment decisions likely rest with a small internal advisory committee. No CIO or CEO is identified in public records.
How does Pilot Retirement Advisors source proprietary deal flow?
The firm appears to operate solely as an investment advisor, not a deal originator. No proprietary deal flow or co-investment structures are mentioned in public materials. Client portfolios are built using publicly traded securities and third-party asset managers.
Is Pilot Retirement Advisors structured as a single family office or does it operate more like a venture firm?
The firm is registered as an RIA, serving multiple families. This multi-client model is closer to a multi-family office than a single-family office. It does not function as a venture firm.
Does Pilot Retirement Advisors participate in fund commitments or only direct deals?
No evidence suggests fund commitments or direct deal involvement. The firm's stated model is advisory, allocating client assets to market-based instruments.
What investment stages does Pilot Retirement Advisors typically target?
The firm does not target private-market stages. Its focus is on liquid public securities for retirement-age clients. No growth equity or venture capital exposure is disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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