# PURSUIT PLANNING AND INVESTMENTS, LLC

PURSUIT PLANNING AND INVESTMENTS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/planyourpursuit

## Regulatory record

- **CRD number:** 297257
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297257

## About

Pursuit Planning and Investments, LLC is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Where is Pursuit Planning and Investments headquartered?

The firm's headquarters location is not disclosed in any public record. No address, city, or state is associated with this entity in commonly used databases or financial publications.

### Who manages Pursuit Planning and Investments?

No named principals, investment professionals, or advisory board members for Pursuit Planning and Investments appear in any verifiable public source. The management team remains unknown.

### What investments has Pursuit Planning and Investments made?

No specific portfolio companies, fund commitments, direct deals, or co-investment participations have been publicly attributed to Pursuit Planning and Investments. Its investment holdings are not disclosed.

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- [Summers Value Partners LLC](https://altss.com/profile/summers-value-partners-llc)
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Last updated: 2026-07-06T01:24:23.811Z

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