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Bluegrass Financial Planning
BLUEGRASS FINANCIAL PLANNING, LLC is a state-registered investment adviser in LOUISVILLE, KY. The firm manages approximately $61 million in regulatory assets.
Bluegrass Financial Planning
BLUEGRASS FINANCIAL PLANNING, LLC is a state-registered investment adviser in LOUISVILLE, KY. The firm manages approximately $61 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Louisville
Corporate office
Paducah, KY, United States
Sector focus
Frequently asked questions
Where geographically does the firm invest?
The firm concentrates on western Kentucky, with Paducah as its base of operations. Transactions have extended regionally into Tennessee and southern Indiana. This narrow geographic focus allows the firm to underwrite risk with detailed, on-the-ground knowledge of local market conditions, employer bases, and real estate demand drivers.
What investment stages and structures does the firm use?
The firm operates across the capital stack in real estate, originating senior secured loans, mezzanine debt, and direct equity positions. Transactions include acquisition financing, construction lending, and structured sale-leasebacks on commercial properties. This flexibility allows the firm to serve borrowers and projects that require custom financing solutions rather than standardized loan products.
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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