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 a privately owned limited liability company operating as an SEC-registered adviser since 2022. The firm is classified as a hedge fund and focuses on portfolio management for pooled investment vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees, indicating an active, incentive-aligned structure. Pilgrim does not position itself as an ESG investor and is not registered as a multi-state adviser. The firm lists affiliations with other investment advisers and a law firm, and its stated business activity is concentrated on managing pooled vehicles rather than providing broad retail wealth services. The combination of institutional clients, pooled vehicle management and performance fees suggests a boutique, high-touch manager serving a small number of large investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANDREW ARNEDT

    Chief Operating Officer and General CounselCRD 3152572

  • GISELLE CASELLA

    Chief Compliance OfficerCRD 4998512

Contacts

3 of 3
  • Procter Hug IV

    ManagerCRD 7623362

  • DARREN MAUPIN

    Owner, ManagerCRD 6918215

  • Kean Chung

    OwnerCRD 6918213

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth