Long Planning, LLC

LONG PLANNING, LLC is an SEC-registered investment adviser in GENEVA, IL. The firm manages approximately $18 million in regulatory assets. It has 1 employee...

Long Planning, LLC

LONG PLANNING, LLC is an SEC-registered investment adviser in GENEVA, IL. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/kylelongcpa

General information

Firm type

Single Family Office

Who runs investment decisions at Long Planning, LLC?

No named principal or investment committee members are publicly known for Long Planning, LLC. The firm has not disclosed leadership or investment team roles through any public channel.

Where does the underlying wealth come from?

The origin of wealth for Long Planning, LLC has not been publicly disclosed. No individual or family name is associated with the entity in public records or media reports.

How is Long Planning, LLC structured?

Long Planning, LLC is registered as a limited liability company, consistent with a single-family office structure. However, no details on its organizational setup, governance, or relationship to any underlying operating business or wealth source are available.

Does Long Planning, LLC participate in fund commitments or only direct deals?

The firm's investment approach is unknown. No public information indicates whether it engages in fund commitments, direct investments, co-investments, or any other deployment structure.

What is Long Planning, LLC's known posture on co-investments alongside external GPs?

There is no public record of Long Planning, LLC participating in co-investments or any other external capital partnerships.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.