Creative Planning LLC - Assets, Funds, Holdings
Total AUM ($B)
300 240 180 120 60 0 1999 2008 2017 2027
Holdings by Sector ($B)
150 120 90 60 30 0 2011 2016 2021 2027
Type
Form D Funds
Date
Sold
AUM
PE
CAIS Private Equity Core II LP
[2023-11-07]
Filed 2023-02-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE
CAIS Private Equity Core I LP
[2023-03-31]
Filed 2022-07-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE
Lenox Blue Chip LLC
[2016-01-04]
Offered $8,750,000 · Filed 2011-05-17 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Revenue No Revenues
PE
Lenox HPE LLC
[2016-01-04]
Offered $21,200,000 · Filed 2015-12-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $350,000 · Duration One year or less · Revenue Decline to Disclose
PE
Lenox PE Fund I LLC
[2016-01-04]
Offered $11,250,000 · Filed 2011-05-16 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Revenue No Revenues
AUM Breakdown
Accounts
AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Firm Profile (Form ADV) Discretionary AUM $13.6B Clients 1,767 (1 non-US) Serves Institutional, Retail, Research Fund Types Private Equity LEI 254900A9E6SC2CI8V842
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