LP Profile

Hoerner Planning Group

Also known as HPG

Multi Family Office (MFO)Middleburg, United StatesFounded 1992
$1.0B
Assets Under Management
Middleburg
Headquarters
Investment Focus

About Hoerner Planning Group

Hoerner Planning Group is a family office based in Middleburg, Virginia. Established in 1992, the company provides wealth management services to its clients. The assets of the company are managed by the executive management team.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hoerner Planning Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.7B
Total Clients
1,877
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Hoerner Planning Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Hoerner Planning Group?

Hoerner Planning Group is a multi family office (mfo) based in Middleburg, United States, managing approximately $1.0B in assets.

Where is Hoerner Planning Group headquartered?

Hoerner Planning Group is headquartered in Middleburg, United States.

How much does Hoerner Planning Group manage?

Hoerner Planning Group manages approximately $1.0B in assets under management.

When was Hoerner Planning Group founded?

Hoerner Planning Group was founded in 1992.

What does Hoerner Planning Group invest in?

Hoerner Planning Group focuses on Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Hoerner Planning Group?

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