PLANPILOT

PLANPILOT is an asset manager with no publicly disclosed founding details, AUM, principals, or investment activity per public record.

PLANPILOT

PLANPILOT is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages approximately $5.6 billion in regulatory assets. It has 15 employees and 11 investment advisers.

linkedin.com/company/planpilot

General information

Firm type

Asset Manager

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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Who runs investment decisions at PLANPILOT?

No named principals or investment committee members are publicly associated with PLANPILOT. The firm's leadership structure is undisclosed in any available filings, press releases, or credible directories. All decisions remain unobservable from external sources.

Does PLANPILOT operate as a single family office or a multi-family office?

PLANPILOT's classification is unconfirmed. The firm does not publicly identify as a family office of any type. Its regulatory filings, if any, are not traceable using publicly available databases.

What investment stages or asset classes does PLANPILOT target?

No investment strategy or asset-class preferences have been disclosed by PLANPILOT. There are no confirmed commitments to venture capital, private equity, real estate, hedge funds, or fixed income in public records.

How does PLANPILOT source deal flow?

Deal sourcing methods for PLANPILOT are unknown. No proprietary deal flow, co-investment partnerships, or advisory relationships are referenced in any accessible publications.

What is the geographic footprint of PLANPILOT?

PLANPILOT's headquarters and regional offices are not listed in public records. The firm's investment focus, if any, could span any geography without available confirmation.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.