# Price Planning

Price Planning is an Asset Manager based in Philadelphia, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** priceplanningllc.com

## Regulatory record

- **CRD number:** 125110
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125110

## About

PRICE PLANNING, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Healthcare Services
- Enterprise Software
- FinTech
- Industrial Tech

## People

- John M. Price — President and Chief Investment Officer

## Questions

### Who runs investment decisions at 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.

### 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.

## Related profiles

- [Richard L. Eisner, C.P.A., P.C.](https://altss.com/profile/richard-l-eisner-cpa-pc)

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Last updated: 2026-06-03T20:00:00.000Z

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