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Capital Planning Consultants
Capital Planning Consultants, LLC is a state-registered investment adviser in Cromwell, CT. The firm manages approximately $37 million in regulatory assets.
Capital Planning Consultants
Capital Planning Consultants, LLC is a state-registered investment adviser in Cromwell, CT. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is Capital Planning Consultants?
Capital Planning Consultants is a multi family office tracked on Altss.
What does Altss track for Capital Planning Consultants?
Altss maintains an OSINT-verified profile of Capital Planning Consultants 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 Capital Planning Consultants?
Capital Planning Consultants is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Capital Planning Consultants?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Capital Planning Consultants's Altss profile last updated?
Capital Planning Consultants's source record was modified on July 6, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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