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Diversified Consumer Planning LLC
DIVERSIFIED CONSUMER PLANNING LLC is an SEC-registered investment adviser with $10 million in regulatory assets under management. The firm has 2 employees and...
Diversified Consumer Planning LLC
DIVERSIFIED CONSUMER PLANNING LLC is an SEC-registered investment adviser with $10 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Single Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who founded Diversified Consumer Planning LLC?
The founders are not publicly disclosed, but the firm's name suggests ties to a family with wealth generated from consumer goods or services. No named principal has been identified in public records.
What assets does Diversified Consumer Planning LLC manage?
The firm does not publicly report its AUM. Given the absence of financial disclosures, its asset base is estimated as modest relative to institutional family offices, but no confirmed figure exists.
Is Diversified Consumer Planning LLC a single or multi-family office?
The structure as an LLC with the word 'Planning' in its name suggests it is a single-family office, tailored to manage one family's affairs, though no formal designation is available.
What investment strategy does the firm follow?
The firm's strategy is unconfirmed, but its name implies a focus on diversified consumer-related investments — possibly including direct equity, real estate, and financial planning assets. No specific deals or funds have been disclosed.
How can allocators or partners engage with Diversified Consumer Planning LLC?
This firm operates with minimal public visibility. Contact information is not available through standard family office directories or web searches, suggesting a preference for privacy in its external relations.
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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