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PILGRIM GLOBAL ADVISORS LLC

RENO, NV · CRD 323259 · IAPD ↗ · (775) 301-3963

$884.2MRegulatory AUM
4Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — PILGRIM GLOBAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — PILGRIM GLOBAL ADVISORS LLC reported RAUM up 63% ($585.0M -> $951.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — PILGRIM GLOBAL ADVISORS LLC now reports custody of client assets ($585.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — PILGRIM GLOBAL ADVISORS LLC crossed $500M in regulatory AUM ($300.6M -> $585.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.