Single Family OfficeRIA · CRD 327136SEC-Registered

Updated:

Virtual Investment Planning

VIRTUAL INVESTMENT PLANNING LLC is an SEC-registered investment adviser.

Virtual Investment Planning

VIRTUAL INVESTMENT PLANNING LLC is an SEC-registered investment adviser. The firm manages $24 million in assets, with $21 million managed on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Who runs investment decisions at Virtual Investment Planning?

No principals have been publicly identified. Virtual Investment Planning has no website, no LinkedIn presence captured in commercial databases, and no media coverage naming its decision-makers. This is consistent with a single-family office in which the wealth owner — or a single trusted advisor — makes all investment decisions privately without external reporting obligations.

Is Virtual Investment Planning structured as a single-family office or does it operate more like a venture firm?

The entity is structured as a limited liability company with no outward-facing investment activity, which strongly suggests it is a single-family office rather than a venture firm. Venture firms market themselves to limited partners and entrepreneurs; Virtual Investment Planning does neither. It appears to exist solely to manage one family's capital with no external fundraising or deal-sourcing footprint visible to the public.

Does Virtual Investment Planning participate in fund commitments or only direct deals?

There is no public information about how Virtual Investment Planning deploys capital. Many family offices of this profile — private, no website, no media — blend direct investments in private companies with commitments to external funds, but no specific allocations, fund relationships, or direct deals have been reported for this entity.

Where does the underlying wealth come from?

The wealth origin for Virtual Investment Planning has not been publicly disclosed. The LLC structure, the generic name, and the absence of any digital footprint provide no clues about the industry or transaction that generated the capital. This is common among families who liquidated a private business and chose not to attach the family name to the investment vehicle.

Does Virtual Investment Planning maintain philanthropic structures, and how are they separated?

No philanthropic foundation, donor-advised fund, or charitable vehicle has been linked to Virtual Investment Planning in public records. The firm's complete opacity makes it impossible to determine whether giving occurs through a separate entity, a community foundation, or not at all.

Profile maintained by 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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