# PLANPILOT

PLANPILOT is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://planpilot.com
- **LinkedIn:** https://www.linkedin.com/company/planpilot

## Regulatory record

- **CRD number:** 160319
- **SEC file number:** 801-73176
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160319

## About

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.

## Questions

### 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.

### 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.

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- [Sageguard Financial Group](https://altss.com/profile/sageguard-financial-group-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/planpilot

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