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Private fund adviser · Reno, NV

Pilgrim Global Advisors LLC

SEC-registered investment adviser · CRD 323259 · SEC 801-126727

At a glance

Pilgrim Global Advisors LLC is an SEC-registered investment adviser based in Reno, Nevada, with $884 million in regulatory assets under management as of its Form ADV filed March 6, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,440th of 4,686 private fund advisers and 5,776th of 17,210 SEC-registered advisers by assets.

Main office 775-301-3963As filed on Form ADV

Regulatory AUM
$884M
Rank among private fund advisers
#2,440 of 4,686
Rank among all SEC RIAs
#5,776 of 17,210
Rank in Nevada
#14 of 77
Clients
2
Accounts
2
Discretionary
100% of AUM
Employees
11
Advisory staff
4
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Pilgrim Global Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles2$884M100%

Private funds

Pilgrim Global Advisors LLC reports 2 private funds with $880M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Pilgrim Global Advisors LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Pilgrim Global Advisors LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 2,197 peers of its type and size
Locked
Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Pilgrim Global Advisors LLC manage?

Pilgrim Global Advisors LLC reports $884 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 6, 2026.

What kind of firm is Pilgrim Global Advisors LLC?

Pilgrim Global Advisors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Pilgrim Global Advisors LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($884 million, 2 clients).

Does Pilgrim Global Advisors LLC manage private funds?

Yes. It reports 2 private funds with $880 million in gross assets, including hedge funds, other private funds.

Does Pilgrim Global Advisors LLC have any disciplinary history?

Pilgrim Global Advisors LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Pilgrim Global Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →