| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cais Private Equity Core I, L.P. | Private Equity | $63.1M | $250K |
| Cais Private Equity Core II, L.P. | Private Equity | $29.4M | $250K |
| Lenox Hpe, LLC | Private Equity | $5.8M | $350K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Chatten Walker Scruggs Control | Chief Technology Officer | Under 5% | 2017 |
| Cpi Holdco B, LLC Control | Sole Member | Over 75% | 2020 |
| David John Kaye Control | Chief Financial Officer | Under 5% | 2020 |
Creative Planning, LLC reports $21.7 million in regulatory assets under management on its Form ADV.
Creative Planning, LLC manages 5 private funds with combined gross assets of $101.5 million.
Creative Planning, LLC reports 1,428 employees.
Creative Planning, LLC is based in Overland Park, KS and has been SEC-registered since 1983.
Creative Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5454 W. 110th Street, Overland Park, KS 66211 |
| Phone | (866) 909-5148 |
| Fax | (888) 243-9402 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1540235 |
| Discloses disciplinary history | Yes |
| Discretionary | $21.5M |
| Non-discretionary | $2.78B |
| Total (RAUM) | $21.7M |