PILOT GROWTH MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAFAYETTE, California
CRD number
226696

Firm profile

FINTRX

Overview

Pilot Growth Management operates as a limited liability company and focuses primarily on venture capital investments. The firm engages in managing pooled investment vehicles, indicating a strong inclination towards collective investment strategies. While it does not identify as a capital allocator or an active ESG investor, it maintains a presence in the investment landscape through its affiliations and activities. The firm is not classified under any specific category, which suggests a flexible approach to its investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

3 of 3
  • NEIL CALLAHAN

    Founder & Managing PartnerCRD 6434882

  • John Walker

    CaptainCRD 7365776

  • WILLIAM LEE

    Founder & Managing PartnerCRD 6490185

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
3527 Mt Diablo Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth