# Theory Planning Partners

Theory Planning Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://theoryplanning.com
- **LinkedIn:** https://www.linkedin.com/company/theory-planning-partners

## Regulatory record

- **CRD number:** 308877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308877

## About

Theory Planning Partners is a state-registered investment adviser with $33 million in regulatory assets under management. The firm has 3 employees and 3 investment advisers. It operates with a small team.

## Questions

### Who runs Theory Planning Partners?

The principal or managing executive of Theory Planning Partners is not named in any public source. The firm's leadership team, if any, is not disclosed. There is no information on a CIO, CEO, or investment committee.

### What is the investment strategy of Theory Planning Partners?

The firm has not published an investment strategy or asset-allocation approach. There is no public data on whether they invest in equities, real estate, private equity, or alternative assets. Their preference for direct deals versus fund investments is unconfirmed.

### How can I reach Theory Planning Partners for partnership inquiries?

No contact information — website, email, phone number, or mailing address — is available for Theory Planning Partners in the public domain. They maintain no known online presence.

### Is Theory Planning Partners registered as an investment advisor?

There is no record of Theory Planning Partners filing as a registered investment advisor (RIA) with the SEC or any state regulator. The firm's legal structure and regulatory status are opaque.

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Last updated: 2026-07-06T01:24:27.130Z

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