Single Family OfficeRIA · CRD 136162SEC-Registered

Updated:

PLAN B INVESTMENTS, INC.

Plan B Investments, Inc. is a private, unmarked family office with no public investment mandate or disclosed portfolio.

PLAN B INVESTMENTS, INC.

PLAN B INVESTMENTS, INC. is an SEC-registered investment adviser in CARMEL VALLEY, CA. The firm manages approximately $32 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Plan B Investments, Inc.?

No named principals or investment decision-makers have been publicly identified for Plan B Investments, Inc. The firm does not maintain a public-facing website, LinkedIn profile, or any regulatory filing that lists its leadership. Any engagement with the firm would require direct, relationship-driven outreach to identify the decision-maker.

Is Plan B Investments, Inc. structured as a single family office or does it operate more like a venture firm?

There is no public evidence that Plan B Investments, Inc. operates as a venture firm, institutional asset manager, or multi-family office. The entity's name and lack of external-facing activity are consistent with a single-family office or personal holding company. However, without any disclosed investment strategy, team, or portfolio, the operational structure cannot be confirmed.

Does Plan B Investments, Inc. participate in fund commitments or only direct deals?

Plan B Investments, Inc. has not disclosed any fund commitments or direct deals in public filings, industry databases, or press accounts. The firm's investment approach — whether it favors direct equity, third-party funds, co-investments, or private credit — is unknown. Any allocator or GP seeking to understand the firm's participation style would need to establish direct contact.

Where does Plan B Investments, Inc. maintain offices or have a geographic focus?

The firm has not published a headquarters address, additional office locations, or any stated geographic investment focus. Without a physical footprint or disclosed deal activity, the geographic orientation of Plan B Investments, Inc. is entirely unconfirmed. This absence of location data is consistent with a highly private holding entity that does not conduct outward-facing operations.

What is the wealth origin behind Plan B Investments, Inc.?

The source of capital is not publicly disclosed. The firm's name contains no reference to a specific industry, family name, or operating business that might suggest wealth origin. Without a named principal or disclosed founding story, the wealth behind Plan B Investments, Inc. cannot be traced to any known liquidity event, inheritance, or operating company exit.

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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