Investment adviser · CRD 343887

PURSUIT PLANNING

Investment adviser filing (IA)

PURSUIT PLANNING LLC

CHICAGO, IL, United States · Form ADV filed Aug 10, 2026

Employees
10
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 10, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets

Principal office

444 W LAKE STREET, RIVER POINT, 17TH FLOOR
CHICAGO, IL, 60606, United States

CRD 343887

Filing source

Form ADV 2124924 · Aug 10, 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.