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POWER PLANS
POWER PLANS is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
POWER PLANS is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
How does POWER PLANS invest its capital?
POWER PLANS allocates across three primary buckets: direct real estate, where it acquires commercial properties in secondary US markets; private equity, via fund commitments to middle-market buyout and growth strategies; and public equities, managed with a long-only, low-turnover approach. The exact allocation shifts based on family objectives and market conditions.
What is POWER PLANS' investment time horizon?
Because the firm manages permanent capital with no external redemption risk or fundraising cycles, it takes a long-duration posture. Real estate assets are held indefinitely until a value-maximizing sale, while private equity commitments are supported without liquidity constraints, allowing participation in funds that extend beyond ten years.
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