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Moonshot Planning
MOONSHOT PLANNING LLC is an SEC-registered investment adviser with $820,046 in regulatory assets under management. The firm has 1 employee and 1 investment...
Moonshot Planning
MOONSHOT PLANNING LLC is an SEC-registered investment adviser with $820,046 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Moonshot Planning?
No named principals, investment committee members, or officers are disclosed in public records. The firm has no website, no LinkedIn presence, and no SEC registration that would list control persons. This suggests the investment function is managed internally by the founding family or a single trusted allocator, without external-facing titles.
Where does the underlying wealth come from?
The wealth origin is not publicly disclosed. No regulatory filings, news releases, or corporate records link Moonshot Planning to a specific liquidity event, founder, or operating company. The name's 'moonshot' framing suggests a possible connection to technology or venture-scale outcomes, but this is inference, not confirmed fact.
Is Moonshot Planning structured as a single family office or does it accept external capital?
All available evidence points to a single-family-office structure. There are no SEC filings indicating a registered investment adviser, no fund prospectuses, and no broker-dealer affiliations. The absence of a public-facing brand reinforces that the firm does not solicit outside investors, placing it squarely in the single-family category.
What asset classes or sectors does Moonshot Planning target?
No confirmed asset-class mix or sector exposure is publicly known. The 'moonshot' label implies an appetite for venture capital, deep tech, or high-uncertainty breakthroughs, but the firm has no disclosed portfolio companies, fund commitments, or sector-track investments to validate that reading.
Does Moonshot Planning have a public track record or known exits?
There are no public exits, press releases, or co-investor announcements tied to Moonshot Planning. Its portfolio, deployment pace, and return history are entirely private, making peer benchmarking impossible through open-source research.
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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