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Vertex Planning Partners, LLC

● SEC registered since 2022CRD 316839SEC# 801-122980Downers Grove, IL
Export (members)
Reg. AUM
$827.9M
Employees
20
Accounts
2,374
Location
Downers Grove, IL

Vertex Planning Partners, LLC assets under management

Vertex Planning Partners, LLC is a registered investment adviser overseen by the SEC based in Downers Grove, IL. The firm has been registered since 2022. It reports $827.9 million in regulatory assets under management and employs 20 people.
www.linkedin.com/company/vertexplanningpartnersView on SEC.gov ↗

Vertex Planning Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christopher Charles HustonMember5-10%2022
Gregory Paul Benner ControlChief Compliance Officer / Managing Member25-50%2021
Michael David Bellis ControlManaging Member25-50%2021
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Frequently asked questions

How much does Vertex Planning Partners, LLC manage?

Vertex Planning Partners, LLC reports $827.9 million in regulatory assets under management on its Form ADV.

How many employees does Vertex Planning Partners, LLC have?

Vertex Planning Partners, LLC reports 20 employees.

Where is Vertex Planning Partners, LLC located?

Vertex Planning Partners, LLC is based in Downers Grove, IL and has been SEC-registered since 2022.

Does Vertex Planning Partners, LLC disclose fund performance?

Vertex Planning Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3000 Woodcreek Drive, Suite 100, Downers Grove, IL 60515
Phone630-836-3300
Office hours8 a.m. - 4 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$826M
Non-discretionary$1.9M
Total (RAUM)$827.9M