# Berg Investment Planning

Berg Investment Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145121
- **SEC file number:** 801-69306
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145121

## About

BERG INVESTMENT PLANNING is an SEC-registered investment adviser with $42 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs Berg Investment Planning?

No named principal or executive is publicly associated with the firm. The firm's leadership structure is not disclosed in public records or press.

### What is Berg Investment Planning's investment strategy?

The firm's asset class allocation, stage preference, and geographic focus are not publicly available. No direct investments, fund commitments, or co-investments have been identified in public filings or media.

### What is the firm's AUM?

Berg Investment Planning does not publicly disclose AUM. No credible estimate can be derived from public sources.

### Where is Berg Investment Planning headquartered?

The firm's city, state, and country of operation are not publicly listed. No office address is available.

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Last updated: 2026-07-06T01:24:12.422Z

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