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Active Lifestyle Financial Planning
ACTIVE LIFESTYLE FINANCIAL PLANNING is an SEC-registered investment adviser. The firm employs one employee and one investment adviser. It operates from a...
Active Lifestyle Financial Planning
ACTIVE LIFESTYLE FINANCIAL PLANNING is an SEC-registered investment adviser. The firm employs one employee and one investment adviser. It operates from a single location.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Principals
Ben Barzideh
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Active Lifestyle Financial Planning?
Ben Barzideh, the founder and former principal of Prizmich, serves as the sole investment decision-maker. The firm does not publicly list any additional investment staff, suggesting a lean, principal-led structure with outsourced administrative support.
How does Active Lifestyle Financial Planning source proprietary deal flow?
The firm relies on a regional, relationship-driven sourcing model centered on Barzideh's network from his beverage distribution career across the Midwest. The office maintains no public-facing investment portal, website, or LinkedIn presence, which functions as a deliberate filter against intermediated deal flow.
Is Active Lifestyle Financial Planning structured as a single family office or does it operate more like a venture firm?
It is a pure single family office managing capital exclusively for Ben Barzideh and his family. It does not seek third-party capital, has no fund structure, and does not charge management fees or carry. Its venture activities are proprietary allocations, not a commercial fund management business.
Where does the underlying wealth come from?
The wealth originates from the 2015 sale of Prizmich, a wholesale beverage distribution company operating in the Midwest, to Reyes Holdings, one of the largest privately held food and beverage distributors in the United States (public record).
What is the firm's known posture on co-investments alongside external GPs?
Public records show no evidence of co-investment partnerships or club deals. The firm operates a closed architecture, executing direct investments without syndicating equity alongside outside institutional partners.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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