PRESTIGE PLANNING, INC.
SEC file number 801-58276
· WOODBURY, MN
https://prestige-planning.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
$240.8M
Discretionary AUM
$240.8M
Employees
3
Clients
10
Firm
- Address
- 652 BIELENBERG DRIVE
WOODBURY, MN 55125 - Phone
- —
- Website
- https://prestige-planning.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)
- Greenwich Prestige Properties LLC Low name-match confidence · CIK 2084016 · CT
- Imagen Prestige Dentistry Support Services, LLC Low name-match confidence · CIK 2103080 · AZ
- PRESTIGE ACQUISITION FUND LLC Low name-match confidence · CIK 2081662 · WA
- Prestige Build Vertical LLC Low name-match confidence · CIK 2093161 · TX
- Prestige Companies Fund I, LLC Low name-match confidence · CIK 2054415 · FL
- Prestige LLC a Series of CGF2021 LLC Low name-match confidence · CIK 2079612 · DE
- Prestige Quantum Ventures LLC Low name-match confidence · CIK 2067197 · TX
- PRESTIGE STEWART ABILENE LLC Low name-match confidence · CIK 2074881 · TX
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Greenwich Prestige Properties LLC · D/A · Sep 8, 2026$60M
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Imagen Prestige Dentistry Support Services, LLC · D · Dec 30, 2025$2.4M
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Prestige Build Vertical LLC · D · Oct 29, 2025$10M
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PRESTIGE ACQUISITION FUND LLC · D · Sep 24, 2025$15M
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Greenwich Prestige Properties LLC · D · Sep 8, 2025$56.5M
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Prestige LLC a Series of CGF2021 LLC · D · Aug 4, 2025$1.7M
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PRESTIGE STEWART ABILENE LLC · D · Jun 27, 2025$871K
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Prestige Quantum Ventures LLC · D · May 13, 2025$75M
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Prestige Companies Fund I, LLC · D · Feb 4, 2025$100M