Pursuit Planning LLC
CRD 343887SEC# 801-137233Chicago, IL
No longer SEC-registered. Pursuit Planning LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
10
Accounts
—
Location
Chicago, IL
Pursuit Planning LLC assets under management
Pursuit Planning LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. It employs 10 people.
Pursuit Planning LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Barclay Blue | Chief Compliance Officer | Under 5% | 2026 |
| Pursuit Planning Holdings LLC Control | Sole Member / Managing Member | Over 75% | 2026 |
| Steven Michael King Control | Chief Executive Officer | Under 5% | 2026 |
| HK Holdings LLC Control | Member | 50-75% | 2026 |
| Lluke Brannon Polly Control | Member | 25-50% | 2026 |
| Steven Michael King Control | Chief Executive Member | — | 2026 |
| Steven Michael King Control | Sole Member | Over 75% | 2026 |
Frequently asked questions
How many employees does Pursuit Planning LLC have?
Pursuit Planning LLC reports 10 employees.
Where is Pursuit Planning LLC located?
Pursuit Planning LLC is based in Chicago, IL.
Does Pursuit Planning LLC disclose fund performance?
Pursuit Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 444 W Lake Street, River Point, 17th Floor, Chicago, IL 60606 |
| Office hours | 8:30-4:30 |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 40%
More than 60% of 16,820 advisers