INVESTMENTS BY PLANNERS, INC.
SEC file number 801-54838
· BOCA RATON, FL
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
$58.4M
Discretionary AUM
$56.7M
Employees
—
Clients
300
Firm
- Address
- 2500 N. MILITARY TRAIL
BOCA RATON, FL 33431 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Partners Capital Investments, LP Medium name-match confidence · CIK 2058880 · TN
- PlanIT Group Investment Partners, LLC Medium name-match confidence · CIK 1825970 · GA
- Rivers Investments, LLC Medium name-match confidence · CIK 1762006 · LA
- Bay Capital Investments Ltd Medium name-match confidence · CIK 1531209 · O4
- Poliner Investments LLC Medium name-match confidence · CIK 2146876 · NY
- Bosa Investments INC Medium name-match confidence · CIK 2063041 · FL
- PCFM Investments, LLC Medium name-match confidence · CIK 2162285 · KY
- Y Investments, LLC Medium name-match confidence · CIK 2086560 · NC
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PCFM Investments, LLC · D · Oct 28, 2026$2.1M
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Rivers Investments, LLC · D/A · Aug 20, 2026
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Poliner Investments LLC · D · Jul 30, 2026$95K
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PlanIT Group Investment Partners, LLC · D · Feb 3, 2026$288.8K
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Bay Capital Investments Ltd · D · Dec 12, 2025
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Y Investments, LLC · D · Sep 18, 2025$6M
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Bosa Investments INC · D · Aug 22, 2025
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Rivers Investments, LLC · D · Aug 20, 2025
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Rivers Investments, LLC · D · Apr 18, 2025
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Bosa Investments INC · D · Apr 1, 2025$1M
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Partners Capital Investments, LP · D · Mar 4, 2025$100M