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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Backbone Planning Partners LLC
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| CRD # | 326699 |
| SEC # | 801-128212 |
| CIK # | |
| AUM | $91.5 M (2025-07-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 702569716 |
| Address | 7477 West Lake Mead Blvd Las Vegas, NV 89128 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Handoff Partners Fund I LP | 2025-03-11 | 11.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 22.0 |
| (b) Individuals (high net worth individuals) | 21 | 46.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 11.0 |
| (g) Pension and profit sharing plans | 9 | 9.9 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 91.5 |
| By Discretionary | ||
| Discretionary | 296 | 91.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 91.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 91.5 | |
| Total | 296 | 91.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Viden Arbor Capital LLC
✚
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0.2 | |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
Chung Wu Investment Group LLC
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TX | 0.1 |
|
V Delima Investments Inc
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0.1 | |
|
Sagent Wealth Management
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|
CA | 0.1 |
|
Millennial Advisers LLC
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NY | 0.1 |
|
Omega Capital Management LLC
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|
NJ | 0.0 |
|
van GORP LLC
✚
|
NY | 0.0 |
|
Symfonie Capital LLC
✚
|
0.0 | |
|
Biechele Royce Advisors Inc
✚
|
IN | 0.0 |