Creative Planning
Overland Park, KS · CRD 105348
Private equity manager
Creative Planning is an SEC-registered investment adviser based in Overland Park, KS that reports managing 5 private funds on Form ADV, including 5 private equity funds. It reports $295.6 billion in regulatory assets under management. Its private funds hold $197.4 million in gross assets.
- Regulatory assets under management
- $295.6 billionForm ADV Item 5.F
- Gross assets of private funds
- $197.4 millionAll private fund types, Form ADV
- Private funds managed
- 5PE 5 · VC 0 · hedge 0
- Employees
- 1,650Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 105348
- Latest Form ADV
- 07/10/2026Disciplinary disclosures: yes, see SEC record
Private equity funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
CAIS Private Equity Core III, L.P.
New York City, NY
First saleDec 2025
Raised$102M
Investors39
Minimum$250K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (5)
Fund
Gross assets
Minimum
Owners
Adviser
Cais Private Equity Core I, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$26.7M
Minimum$250K
Owners303
AdviserCreative Planning
Cais Private Equity Core II, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$6.0M
Minimum$250K
Owners207
AdviserCreative Planning
Lenox PE Fund I, LLC
Ohio, United StatesPrivate equity fund
Gross assets$3.8M
Minimum$250K
Owners40
AdviserCreative Planning
Lenox Hpe, LLC
Ohio, United StatesPrivate equity fund
Gross assets$1.5M
Minimum$350K
Owners35
AdviserCreative Planning
Lenox Blue Chip, LLC
Ohio, United StatesPrivate equity fund
Gross assets$1.1M
Minimum$250K
Owners38
AdviserCreative Planning
As reported in the adviser's Form ADV filed Nov 27, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures