PDS PLANNING INC
SEC file number 801-33041
· DUBLIN, OH
https://pdsplanning.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.39B
Discretionary AUM
$1.33B
Employees
16
Clients
—
Firm
- Address
- 475 METRO PLACE S.
DUBLIN, OH 43017 - Phone
- —
- Website
- https://pdsplanning.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- PDS Equities, LLC Low name-match confidence · CIK 1987299 · NV
- PDS Parent, Inc. Low name-match confidence · CIK 1777997 · GA
- PPDSS PCO IV USD FEEDER (DELAWARE) LP Low name-match confidence · CIK 2129478 · CA
- PPDSS PCO IV USD Feeder (Lux) SCSp Low name-match confidence · CIK 2150296 · N4
- PPDSS PSD IV USD Feeder (Delaware) LP Low name-match confidence · CIK 2129479 · CA
- PPDSS PSD IV USD Feeder (Lux) SCSp Low name-match confidence · CIK 2150356 · N4
- PPDSS PSD IV USD FLEX FEEDER (DELAWARE) LP Low name-match confidence · CIK 2129486 · CA
- PPDSS PSD IV USD Flex Feeder (Lux) SCSp Low name-match confidence · CIK 2150363 · N4
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PPDSS PSD IV USD Flex Feeder (Lux) SCSp · D · Aug 18, 2026
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PPDSS PSD IV USD Feeder (Lux) SCSp · D · Aug 18, 2026
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PPDSS PCO IV USD Feeder (Lux) SCSp · D · Aug 18, 2026
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PPDSS PSD IV USD Feeder (Delaware) LP · D · Apr 16, 2026
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PPDSS PSD IV USD FLEX FEEDER (DELAWARE) LP · D · Apr 16, 2026
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PPDSS PCO IV USD FEEDER (DELAWARE) LP · D · Apr 16, 2026
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PDS Parent, Inc. · D/A · Dec 1, 2025
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PDS Equities, LLC · D · Aug 18, 2025$10M