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

What is Calhoun Financial Planning and Management?

Calhoun Financial Planning and Management is a multi family office tracked on Altss.

What does Altss track for Calhoun Financial Planning and Management?

Altss maintains an OSINT-verified profile of Calhoun Financial Planning and Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Calhoun Financial Planning and Management?

Calhoun Financial Planning and Management is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Calhoun Financial Planning and Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Calhoun Financial Planning and Management's Altss profile last updated?

Calhoun Financial Planning and Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.