CREATIVE PLANNING, LLC
Legal name: CREATIVE PLANNING
CRD #105348 SEC #801-18564 OVERLAND PARK, KS (866) 909-5148
SEC Registered Private Funds Disclosures
Total AUM
$217.4B
Discretionary
$214.6B
Employees
1,428
Clients
--
Accounts
269,686
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| CAIS PRIVATE EQUITY CORE I, L.P. | Private Equity Fund | $63.1M | 287 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE I, L.P. | Private Equity Fund | $63.1M | 287 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE I, L.P. | Private Equity Fund | $63.1M | 287 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE I, L.P. | Private Equity Fund | $63.1M | 287 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE II, L.P. | Private Equity Fund | $29.4M | 252 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE II, L.P. | Private Equity Fund | $29.4M | 252 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE II, L.P. | Private Equity Fund | $29.4M | 252 | ERNST AND YOUNG LLP |
| CAIS PRIVATE EQUITY CORE II, L.P. | Private Equity Fund | $29.4M | 252 | ERNST AND YOUNG LLP |
| LENOX HPE, LLC | Private Equity Fund | $5.8M | 35 | -- |
| LENOX HPE, LLC | Private Equity Fund | $5.8M | 35 | -- |
| LENOX HPE, LLC | Private Equity Fund | $5.8M | 35 | -- |
| LENOX HPE, LLC | Private Equity Fund | $5.8M | 35 | -- |
| LENOX PE FUND I, LLC | Private Equity Fund | $2.4M | 40 | -- |
| LENOX PE FUND I, LLC | Private Equity Fund | $2.4M | 40 | -- |
| LENOX PE FUND I, LLC | Private Equity Fund | $2.4M | 40 | -- |
| LENOX PE FUND I, LLC | Private Equity Fund | $2.4M | 40 | -- |
| LENOX BLUE CHIP, LLC | Private Equity Fund | $763.8K | 38 | -- |
| LENOX BLUE CHIP, LLC | Private Equity Fund | $763.8K | 38 | -- |
| LENOX BLUE CHIP, LLC | Private Equity Fund | $763.8K | 38 | -- |
| LENOX BLUE CHIP, LLC | Private Equity Fund | $763.8K | 38 | -- |
Fund NameCAIS PRIVATE EQUITY CORE I, L.P.
TypePrivate Equity Fund
GAV$63.1M
Investors287
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE I, L.P.
TypePrivate Equity Fund
GAV$63.1M
Investors287
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE I, L.P.
TypePrivate Equity Fund
GAV$63.1M
Investors287
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE I, L.P.
TypePrivate Equity Fund
GAV$63.1M
Investors287
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE II, L.P.
TypePrivate Equity Fund
GAV$29.4M
Investors252
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE II, L.P.
TypePrivate Equity Fund
GAV$29.4M
Investors252
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE II, L.P.
TypePrivate Equity Fund
GAV$29.4M
Investors252
AuditorERNST AND YOUNG LLP
Fund NameCAIS PRIVATE EQUITY CORE II, L.P.
TypePrivate Equity Fund
GAV$29.4M
Investors252
AuditorERNST AND YOUNG LLP