Calhoun Financial Planning and Management

Calhoun Financial Planning and Management is an SEC-registered investment adviser in Minneapolis, MN. The firm manages approximately $57 million in regulatory...

Calhoun Financial Planning and Management

Calhoun Financial Planning and Management is an SEC-registered investment adviser in Minneapolis, MN. The firm manages approximately $57 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Who runs investment decisions at Calhoun Financial Planning and Management?

Public records do not identify named principals or investment decision-makers at the firm. The firm operates as a registered investment advisor (RIA) under regulatory oversight, which requires a chief compliance officer and potentially a chief investment officer, but these roles are not publicly disclosed.

How does Calhoun source proprietary deal flow?

The firm's sourcing model is not publicly documented. As a multi-family office RIA, it may leverage relationships with external asset managers, investment banks, and a network of wealthy families to access co-investment opportunities. No specific proprietary sourcing strategy is confirmed.

Is Calhoun structured as a single family office or does it operate more like a venture firm?

Calhoun Financial Planning and Management is structured as a multi-family office RIA, not a single-family office or venture firm. It serves multiple wealthy families with financial planning and wealth management. Unlike venture firms, it does not raise external institutional capital for fund investments.

Does Calhoun participate in fund commitments or only direct deals?

Public information does not specify the firm's investment vehicle structure. As an RIA focused on financial planning, it likely allocates client assets to a mix of mutual funds, ETFs, and separately managed accounts, and may also engage in direct investments for qualified clients. However, no specific fund commitments or direct deal records are available.

What investment stages does Calhoun typically target?

The firm's target investment stages are not publicly disclosed. Given its multi-family office RIA orientation, it likely focuses on liquid public securities and may later-stage alternative investments rather than early-stage venture capital. Without disclosures, this remains speculative.

Which sectors does Calhoun explicitly avoid?

No sector exclusions are publicly stated by the firm. As a financial planning-driven RIA, the firm may incorporate environmental, social, and governance (ESG) factors based on client preferences, but specific sectors avoided are not documented.

How is Calhoun related to any parent or related vehicle?

Public records do not indicate any parent company, affiliated investment vehicle, or spinout structure. The firm appears to operate as an independent registered investment advisor with no disclosed corporate ties.

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