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K-12 Planning
K-12 PLANNING is a SEC-registered investment adviser with $6 million in regulatory assets under management. The firm is managed on a discretionary basis.
K-12 Planning
K-12 PLANNING is a SEC-registered investment adviser with $6 million in regulatory assets under management. The firm is managed on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
What is the investment mandate of K-12 Planning?
No public investment mandate has been disclosed. The firm's name and limited public footprint suggest its activities center on family education, governance, and succession planning rather than direct or fund-based capital allocation. There are no confirmed portfolio holdings, co-investments, or fund commitments attributable to the office.
Who runs K-12 Planning?
The principals of K-12 Planning have not been publicly identified. The office maintains no known website, LinkedIn presence, or regulatory filings that would name its leadership. This absence of named operators is consistent with a family office that has chosen complete privacy.
Where does the underlying wealth originate?
The source of wealth for the family behind K-12 Planning has not been publicly disclosed. Without a named principal or known operating business, the wealth origin remains entirely private. The office's name suggests a connection to the education sector, but this is unconfirmed.
Does K-12 Planning manage outside capital or operate as a multi-family office?
There is no indication that K-12 Planning manages outside capital. The firm is structured as a single-family office based on its lack of SEC registration, absence of marketed funds, and no public evidence of external limited partners. It does not appear to function as a multi-family office or registered investment advisor.
What is K-12 Planning's known posture on direct investments versus fund commitments?
No investment posture is publicly observable. There are no records of direct deals, venture capital investments, real estate acquisitions, or fund commitments. The office may intentionally avoid external investment activity, or its deal history is entirely private. No co-investment relationships with external GPs have been documented.
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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