Data / Investment advisers / Nevada / Pilgrim Global Advisors LLC
Pilgrim Global Advisors LLC, Reno, NV: $884 million AUM, SEC registered investment adviser
Pilgrim Global Advisors LLC is an SEC registered investment adviser with its main office in Reno, Nevada and reports $884 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 323259
- SEC file number
- 801-126727
- SEC status
- Approved, effective October 13, 2022
- Main office
- 4785 Caughlin Parkway, Reno, NV 89519
- Phone
- (775) 301-3963
- Regulatory AUM
- $884,170,065 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $884,170,065
- Accounts
- 2
- Employees
- 11, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 1 hedge fund, 1 other private fund
- Gross assets of private funds
- $880,337,689
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $884.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $884.2 million | March 6, 2026 |
| December 1, 2025 | $951.9 million | March 17, 2025 |
Other advisers in Reno
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Guided Choice Asset Management, Inc. | Reno | $8.55 billion | Not listed | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | $7.58 billion | Not listed | adviserinfo.sec.gov |
| Navellier & Associates Inc | Reno | $1.31 billion | Not listed | adviserinfo.sec.gov |
| RB Capital Management, LLC | Reno | $930.6 million | Not listed | adviserinfo.sec.gov |
| American Wealth Management | Reno | $760.5 million | Not listed | adviserinfo.sec.gov |
| Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million | Not listed | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | $284.4 million | Not listed | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | $270.7 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Reno, NV
- Investment advisers in Nevada
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Pilgrim Global Advisors LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.