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THE PLANNING GROUP
THE PLANNING GROUP is an SEC-registered investment adviser in NORTHFIELD, IL, registered since 2018. The firm manages $291 million in assets, with $279...
Overview
THE PLANNING GROUP is an SEC-registered investment adviser in NORTHFIELD, IL, registered since 2018. The firm manages $291 million in assets, with $279 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What investment stages and sectors does THE PLANNING GROUP typically target?
Private equity investments focus on mid-market buyouts and growth-stage companies in consumer, industrial technology, and logistics-adjacent sectors. Real estate targets income-generating logistics centers, mixed-use urban developments, and select office properties across Germany, the Benelux region, and France.
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