Updated:
Great Plans Capital Management
GREAT PLANS CAPITAL MANAGEMENT, LLC is a state-registered investment adviser in CARY, NC. The firm manages approximately $10 million in regulatory assets.
Great Plans Capital Management
GREAT PLANS CAPITAL MANAGEMENT, LLC is a state-registered investment adviser in CARY, NC. The firm manages approximately $10 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2019
Location
Region
North America
Country
United States
City
Cary
Corporate office
Chicago, IL, United States
Principals
Craig Karmin
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Great Plans Capital Management?
Craig Karmin, the firm's Managing Partner and founder, leads all investment decisions. Karmin built the underwriting framework himself, drawing on a career that included senior structured-finance roles at UBS and JP Morgan. The firm does not publicly list an investment committee or additional voting members beyond Karmin.
Does Great Plans participate in fund commitments or only direct loans?
Great Plans originates loans directly; there is no public evidence it makes LP commitments to external real estate funds. The firm markets itself to sponsors as a direct balance-sheet lender, not an intermediary or fund-of-funds.
Which geographies and property types does the firm focus on?
The firm concentrates on the Midwest — anchored by its Chicago base — and the Sun Belt. Property types include value-add office, light industrial, retail, and multifamily. The common thread is transitional assets where a sponsor needs capital to execute a business plan that a local bank cannot or will not finance at that moment.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: