Updated:
Price Planning
John Price runs Price Planning as a permanent-capital vehicle in Philadelphia, holding public equities with a private-market diligence model since 1989.
Overview
PRICE PLANNING, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1989
Location
Region
North America
Country
United States
City
Philadelphia
Corporate office
Philadelphia, PA, United States
Principals
John M. Price
President and Chief Investment Officer
Sector focus
Frequently asked questions
How does Price Planning's capital structure differ from a typical asset manager?
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.
Does Price Planning invest in private companies or only public equities?
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.
What is Price Planning's typical holding period?
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: