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

What is Spartan Planning Group?

Spartan Planning Group is a multi family office tracked on Altss.

What does Altss track for Spartan Planning Group?

Altss maintains an OSINT-verified profile of Spartan Planning Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Spartan Planning Group?

Spartan Planning Group is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Spartan Planning Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Spartan Planning Group's Altss profile last updated?

Spartan Planning Group's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.