Pilgrim Global Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$884M
Discretionary
$884M
100% of AUM
Avg account
$442M
Accounts
2
Employees
11
Advisory reps
5

Firm details

Headquarters
Reno, Nevada
CRD number
323259
Registered since
October 13, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pilgrim Global Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager focused on pooled investment vehicles for institutional clients. The firm registers fees as a percentage of assets under management and charges performance-based fees, a common structure for active, manager-driven strategies. Pilgrim was registered with the SEC in 2022 and is owned by an individual; it does not operate as a capital allocator and does not present itself as an ESG investor or a multi-state adviser. Advisory activities center on portfolio management for pooled vehicles. The firm lists industry affiliations with another investment adviser and a law firm, indicating relationships that may support fund structuring, compliance or distribution, but Pilgrim appears to conduct investment management directly rather than acting as an allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Andrew Arnedt

    Andrew Arnedt

    Chief Operating Officer and General CounselCRD 3152572

  • Giselle Casella

    Giselle Casella

    Chief Compliance OfficerCRD 4998512

Contacts

3 of 3
  • Procter Hug Iv

    ManagerCRD 7623362

  • Darren Maupin

    Darren Maupin

    Owner, ManagerCRD 6918215

  • Kean Chung

    OwnerCRD 6918213

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reno, NV

Washoe

Location

Reno, NV

Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
4785 Caughlin Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth