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Pilotrock Investment Partners Gp, LLC (Old Greenwich)


Pilotrock Investment Partners Gp, LLC is a large advisory firm based in Old Greenwich. It manages $222.79 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Pilotrock Investment Partners Gp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pilotrock Investment Partners Gp: assets under management

The assets under management (AUM) of Pilotrock Investment Partners Gp, LLC is $222.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $222.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.56 million each.
Pilotrock Investment Partners Gp has custody of $222.79 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pilotrock Investment Partners Gp, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Old Greenwich

The principal office where Pilotrock Investment Partners Gp, LLC performs its advisory services is located at 1700 East Putnam Avenue, Old Greenwich, CT 06870, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-698-8812 or by fax 203-698-3087. The normal business hours are 8:00 a.m. to 5:00 p. m. on Monday - Friday.


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