Investment adviser · CRD 326699

BACKBONE PLANNING PARTNERS LLC

Investment adviser filing (IA)

LAS VEGAS, NV, United States · Form ADV filed Jun 25, 2026

Regulatory AUM: $98.4M
Client accounts: 360
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	26	$57,307,898	58.2%
Individuals	83	$27,604,679	28.1%
Retirement plans	Fewer than 5	$12,546,453	12.8%
Charities	Fewer than 5	$616,892	0.6%
Corporations & businesses	Fewer than 5	$316,296	0.3%

Filing source

Form ADV 2115532 · Jun 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HANDOFF PARTNERS FUND I, LPPrivate Equity Fund · Last reported Jul 24, 2025$11MGross asset value

Fund administrator VECTOR SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-8072988733
Reported beneficial owners: 30
Minimum commitment: $100K

Form ADV 2005472 · Jul 24, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7477 WEST LAKE MEAD BLVD, STE 270
LAS VEGAS, NV, 89128, United States

CRD 326699

Filing source

Form ADV 2115532 · Jun 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.