Price Planning

John M. Price serves as president and chief investment officer and has led the firm's investment process since founding it in 1989. Investment decisions are made by a small team with Price holding final authority on portfolio construction. The firm has not publicly named additional investment principals or a formal investment committee.

Price Planning manages permanent, non-redeemable capital rather than operating open-end mutual funds or traditional drawdown private funds. This structure means the firm does not face quarterly redemption pressure or forced deployment timelines, allowing it to hold concentrated positions through market cycles. The capital base comes from a small number of long-tenured limited partners.

Price Planning focuses on publicly traded equities, but applies a private-equity style diligence process to every position. The firm has not disclosed direct private investments, venture-stage allocations, or private credit activity. Its portfolio is concentrated in public companies with durable competitive advantages.

The firm holds positions for extended periods, often exceeding a decade. Because Price Planning uses permanent capital rather than fund structures with finite lives or redemption obligations, portfolio turnover is low. Public SEC filings show multi-year continuity in several core holdings.

Price Planning has not publicly disclosed the identity of its limited partners or the specific source of its permanent capital. The firm operates as an independent, employee-owned partnership. No single-family office, endowment, or sovereign entity has been publicly tied to Price Planning's asset base.