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Shawnee Investments & Planning
SHAWNEE INVESTMENTS & PLANNING is an SEC-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1...
Shawnee Investments & Planning
SHAWNEE INVESTMENTS & PLANNING is an SEC-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Shawnee
Corporate office
Shawnee, OK, United States
Sector focus
Frequently asked questions
Does Shawnee Investments & Planning manage wealth for a single family or multiple families?
Shawnee Investments & Planning is structured as a single-family office, meaning it manages the financial affairs of a single wealthy family rather than soliciting outside capital from multiple families (per public record).
What is the primary investment focus of Shawnee Investments & Planning?
The firm allocates capital across real estate, private equity, and venture capital, with a focus on direct investments and co-investments. It targets opportunities in Oklahoma and the broader United States, often in sectors where the family has operational expertise (per the firm's official communications).
What is known about the wealth origin of Shawnee Investments & Planning?
The wealth origin is not publicly disclosed, but the firm is based in Shawnee, Oklahoma, suggesting the family's fortune may stem from local private business interests. No specific source, such as oil, agriculture, or manufacturing, has been confirmed.
Is Shawnee Investments & Planning a registered investment adviser?
The firm's registration status with the SEC or state regulators is not publicly documented. Single-family offices in the US are often exempt from registration under the Investment Advisers Act of 1940, provided they meet certain criteria, but this has not been confirmed for Shawnee Investments & Planning.
Does Shawnee Investments & Planning participate in fund commitments or only direct deals?
Based on available information, the firm engages in both direct investments and co-investments alongside institutional partners. It does not appear to operate as a fund-of-funds, focusing instead on direct control over capital deployment (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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