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Senior Portfolio Manager · PT Asset Management, LLC

George M Plaiss

CRD 5676129 · Named on Form ADV at one SEC-registered adviser

At a glance

PT Asset Management, LLC, an SEC-registered asset manager based in Chicago, IL with $11.3 billion in regulatory assets, lists George M Plaiss on its Form ADV as Senior Portfolio Manager, a control person.

Firms and roles

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George’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with George on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.