Single Family OfficeRIA · CRD 336436SEC-Registered

Updated:

JHP Planning, LLC

JHP PLANNING, LLC is an SEC-registered investment adviser in Salt Lake City, UT. The firm manages approximately $87 million in regulatory assets.

JHP Planning, LLC

JHP PLANNING, LLC is an SEC-registered investment adviser in Salt Lake City, UT. The firm manages approximately $87 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

What is JHP Planning, LLC?

JHP Planning, LLC is a limited liability company that operates as a family office. Its exact structure, activities, and scale are not disclosed in public records, making it a largely opaque vehicle.

Does JHP Planning, LLC invest in external funds or direct deals?

There is no publicly verifiable evidence of JHP Planning, LLC making fund commitments or direct investments. No portfolio companies, co-investors, or general partner relationships have been reported.

Who runs JHP Planning, LLC?

The principals of JHP Planning, LLC are not named in public sources. No management team or investment committee is identifiable from corporate filings or other accessible records.

Where is JHP Planning, LLC based?

The firm's headquarters location is not publicly specified. Its legal domicile is in the United States, but no city or state is confirmed.

What is the wealth origin behind JHP Planning, LLC?

The source of underlying wealth for JHP Planning, LLC is not disclosed. No associated family or individual has been publicly linked to the entity.

Does JHP Planning, LLC have a philanthropic arm?

No philanthropic structures or foundations have been publicly associated with JHP Planning, LLC. The firm's activities outside of its legal entity are not known.

How does JHP Planning, LLC differ from a typical single-family office?

Unlike many family offices that disclose investment activity or principals, JHP Planning, LLC maintains complete privacy. Its name suggests a planning focus, which may indicate a role more oriented toward tax or estate planning than active capital deployment.

Profile maintained by 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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