Creative Planning
Asset Manager SEC-registered adviser
Legal name: Creative Planning, LLC
AUM
$295.6B
Regulatory AUM
Private funds
5
Private Equity 5
Private fund assets
$197.4M
Gross asset value
Employees
1,650
Last Form D raise
Feb 2023
Most recent fund filing
From SEC Form ADV filing (filed Jul 10, 2026). View on SEC
People(4)
Owners and executive officers named on the firm's SEC Form ADV.
J
M
P
R
Funds(5)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Cais Private Equity Core II, L.P. | Private Equity | $62.3M | $55.0M | 66 | Feb 2023 | Cold |
| Cais Private Equity Core I, L.P. | Private Equity | $122.0M | $331.5M | 289 | Jul 2022 | Cold |
| Lenox Hpe, LLC | Private Equity | $11.2M | $21.2M | 35 | Dec 2015 | Cold |
| Lenox PE Fund I, LLC | Private Equity | $1.7M | — | — | — | |
| Lenox Blue Chip, LLC | Private Equity | $224K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 105348
- SEC file number
- 801-18564
- CIK
- 1540235
Sources
- SEC Form ADV Oct 14, 2026