Pilot Asset Management LLC

Overview

Pilot Asset Management LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individual and family clients and small businesses. The firm tilts heavily toward equities, using exchange-traded instruments as its primary public-market exposure and running client relationships under a percentage-of-AUM fee model. Pilot is owner-operated and does not position itself as an ESG or pension consultant; its activity profile points to hands-on portfolio management rather than large-scale capital allocation or institutional consulting. Portfolio construction centers on liquid, traded securities with discretionary authority on the majority of client assets. The firm supplements equity exposure with third-party alternative managers in real estate, commodities and oil & gas to introduce diversification and income orientation where appropriate. Mutual funds are also used alongside ETFs and individual stocks to implement strategies or access specialized sleeves.

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Public Holdings

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Location & Offices