Lenox Hpe, LLC
Lenox Hpe, LLC is a private equity fund organized in Ohio, United States and advised by Creative Planning. Its adviser reported $1,546,818 in gross assets for the fund on Form ADV, filed Nov 27, 2024. It reported 35 beneficial owners. The minimum investment it accepts is $350,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. It invests in other private funds (a fund of funds).
- Gross assets
- $1,546,818As reported on Form ADV
- Beneficial owners
- 35
- Minimum investment
- $350,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- Ohio, United States
- Custodian
- Inspira Financial
- Adviser
- Creative Planning · Overland Park, KS · CRD 105348
- Reported on
- Nov 27, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Lenox Hpe, LLC
What is the minimum investment for Lenox Hpe, LLC?
According to its adviser's Form ADV filed Nov 27, 2024, the minimum investment Lenox Hpe, LLC accepts is $350,000.
Who can invest in Lenox Hpe, LLC?
Lenox Hpe, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is Lenox Hpe, LLC?
Its adviser reported $1,546,818 in gross assets on Form ADV filed Nov 27, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Lenox Hpe, LLC?
Lenox Hpe, LLC is advised by Creative Planning, based in Overland Park, KS.