SECURE PLANNING, LLC

SEC file number 801-55630 · PORTSMOUTH, NH

https://secureplanning.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

$163.1M

Discretionary AUM

$163.1M

Employees

Clients

—

Firm

Address: 42 MIDDLE ST
PORTSMOUTH, NH 03801
Phone: —
Website: https://secureplanning.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

Possible Form D name matches (not verified)

0xSecure Burst I, a series of WillowTech Ventures, LP Low name-match confidence · CIK 2068073 · WA
0xSecure Fund I, a series of WillowTech Ventures, LP Low name-match confidence · CIK 1996402 · WA
2718 Secured Yield Fund LP Low name-match confidence · CIK 2111785 · CA
AB European Commercial Real Estate Debt (Luxembourg) Fund, SICAV-RAIF S.C.Sp. - European Secured Income Plus Fund Low name-match confidence · CIK 2011108 · N4
AB European Commercial Real Estate Debt (Luxembourg) Fund, SICAV-RAIF S.C.Sp.-European Secured Income (Unlevered) Fund II Low name-match confidence · CIK 1966221 · N4
AIFC Secured Lending Fund, LLC Low name-match confidence · CIK 2068114 · NJ
AmeriFunds Secured Income Fund II, LLC Low name-match confidence · CIK 1509653 · AZ
AmeriFunds Secured Income Fund I, LLC Low name-match confidence · CIK 1471393 · AZ
Amerisource Secured Income Fund I, LP Low name-match confidence · CIK 1857506 · TX
AOF Senior Secured Liquid Credit Fund LP Low name-match confidence · CIK 1903616 · CA
Aquarian Secured Lending II Employee Feeder, L.P. Low name-match confidence · CIK 2132257 · NY
Aquarian Secured Lending II Offshore Feeder (Levered), L.P. Low name-match confidence · CIK 2132255 · NY

AmeriFunds Secured Income Fund II, LLC · D/A · Aug 18, 2026

$50M
AmeriFunds Secured Income Fund I, LLC · D/A · Aug 18, 2026

$50M
Aquarian Secured Lending II Offshore Feeder (Levered), L.P. · D · May 29, 2026
Aquarian Secured Lending II Employee Feeder, L.P. · D · May 29, 2026
AIFC Secured Lending Fund, LLC · D/A · May 21, 2026

$100M
AB European Commercial Real Estate Debt (Luxembourg) Fund, SICAV-RAIF S.C.Sp.-European Secured Income (Unlevered) Fund II · D/A · Feb 27, 2026
2718 Secured Yield Fund LP · D · Feb 17, 2026
AOF Senior Secured Liquid Credit Fund LP · D/A · Jan 15, 2026
AmeriFunds Secured Income Fund II, LLC · D/A · Sep 5, 2025

$50M
AmeriFunds Secured Income Fund I, LLC · D/A · Sep 5, 2025

$50M
Amerisource Secured Income Fund I, LP · D/A · Jun 25, 2025
0xSecure Burst I, a series of WillowTech Ventures, LP · D · May 20, 2025

$57K
AIFC Secured Lending Fund, LLC · D · May 19, 2025

$100M
AB European Commercial Real Estate Debt (Luxembourg) Fund, SICAV-RAIF S.C.Sp.-European Secured Income (Unlevered) Fund II · D/A · Feb 28, 2025
AB European Commercial Real Estate Debt (Luxembourg) Fund, SICAV-RAIF S.C.Sp. - European Secured Income Plus Fund · D/A · Feb 21, 2025
AOF Senior Secured Liquid Credit Fund LP · D/A · Jan 17, 2025
0xSecure Fund I, a series of WillowTech Ventures, LP · D/A · Jan 13, 2025

$5M