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Vitality Planning, LLC
VITALITY PLANNING, LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Vitality Planning, LLC
VITALITY PLANNING, LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
What types of investments does Vitality Planning make?
Vitality Planning focuses on private credit, direct real estate, and hedge funds. It emphasizes income-oriented private debt and real estate assets, with a smaller allocation to hedge funds for capital preservation. The firm invests directly rather than through external fund-of-funds vehicles.
Is Vitality Planning open to external capital or only managing family wealth?
Vitality Planning operates as a single-family office and does not raise capital from external limited partners. All assets under management derive from the founding family's own wealth.
What geography does the firm target for investments?
The firm's real estate and private credit investments primarily focus on the US Southeast region. It may consider select opportunities nationally when they align with its long-term cash-flow objectives.
How does the firm's governance structure work?
As a single-family office, investment decisions are concentrated with the family principal. No external investment committee or outside advisors are publicly documented. This structure enables patient, long-duration positions without reporting obligations to third parties.
Does Vitality Planning disclose its AUM or portfolio holdings?
The firm does not publicly disclose its AUM, investment returns, or individual portfolio holdings. No regulatory filings or marketing materials provide these figures, leaving the firm's scale opaque to the public record.
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