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Spartan Planning Group
Spartan Planning Group is an SEC-registered investment adviser in Greensboro, NC, registered since 2020. The firm manages $384 million in assets, with $199...
Spartan Planning Group
Spartan Planning Group is an SEC-registered investment adviser in Greensboro, NC, registered since 2020. The firm manages $384 million in assets, with $199 million on a discretionary basis. It has 5 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Spartan Planning Group?
Leadership and portfolio managers are not publicly named. The firm operates as a registered investment advisor, suggesting investment decisions are made by a professional management team or investment committee.
What investment vehicles does Spartan Planning Group manage?
Spartan Planning Group manages separately managed accounts and client-specific portfolios, not pooled funds. Investment structures include direct holdings in public securities, fixed income instruments, and select alternative assets.
How does Spartan Planning Group generate proprietary deal flow?
The firm does not publicly describe a proprietary sourcing model. As an advisor-driven multi-family office, deal flow likely originates from client referrals, intermediary networks, and established relationships with asset managers.
Is Spartan Planning Group a single-family or multi-family office?
The firm operates as a multi-family office, serving multiple unrelated high-net-worth families. It is structured as a registered investment advisor, which distinguishes it from a single-family office that typically serves one dynasty.
What is Spartan Planning Group's known posture on co-investments?
Co-investment participation is not publicly addressed. The firm may facilitate direct investments aligning with client preferences, but no public records document specific co-investment activity.
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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