Creative Planning LLC

About Creative Planning LLC

Creative Planning LLC, through its CAIS Private Equity Core III fund, focuses on a platform designed to bridge independent financial advisors with alternative asset managers and structured notes. This platform is instrumental in enhancing the accessibility and efficiency of alternative investments for financial advisors. Concurrently, it empowers asset managers by enabling them to expand and diversify their investor base. CAIS Private Equity Core III's strategic involvement underscores a commitment to streamlining the connection between these key players in the financial landscape, ultimately fostering growth and broader participation in alternative investment opportunities.

Creative Planning LLC at a glance

Also known as

CAIS Private Equity Core III

Location

Overland Park

Investor type

Private Equity

Stages

Growth

Frequently asked about Creative Planning LLC

What does Creative Planning LLC invest in?

Creative Planning LLC at CAIS Private Equity Core III (Overland Park) — stage focus: Growth.

How do I contact Creative Planning LLC?

We have no verified contact route on file for Creative Planning LLC. The profile links related investors and the city and sector hubs they appear in.

Where is Creative Planning LLC headquartered?

Creative Planning LLC is based in Overland Park.

StartupFundraising tracks this firm record from SEC filings and announced rounds, updating focus, location and portfolio history as new data lands. Use it to gauge fit before an outreach, then widen the search to investors in Overland Park.

Investors similar to Creative Planning LLC (24)

• CAIS 26North Private Equity Fund I GP LLC
• CAIS Reverence Partners Opportunities Fund V (PE Fund III) GP LLC
• Advisors 3, LLC RCP
• CAIS Commerce Street Private Equity Fund I GP LLC
• Cm Pevf IV GP LLC
• CAIS Commerce Street Private Credit Fund I GP LLC
• CAIS ICG LP Secondaries Fund II GP LLC
• CAIS LGP Sage Equity Investors GP LLC
• CAIS Leonard Green Equity Investors X GP LLC
• CAIS KKR Ascendant Fund I GP LLC
• iCapital Advisors, LLC
• c/o Prime Finance Strategic Capital Solutions 2 Co-Invest Portfolio GP, LLC
• Don Listwin
• Pietro Zerauschek
• Conductor Capital Management, LLC
• LLC Signet Healthcare Management
• Christopher J. Hadley
• Ryan Kirkpatrick
• TiE Angels Tampa
• Matt Yohe
• Tyler Williams
• James C. Gale
• William Cody Harvey
• Kerry Dale

Browse related investor lists (2)

• Growth investors
• Private Equity investors

Compare Creative Planning LLC (8)

• Creative Planning LLC vs CAIS 26North Private Equity Fund I GP LLC
• Creative Planning LLC vs CAIS Reverence Partners Opportunities Fund V (PE Fund III) GP LLC
• Creative Planning LLC vs Advisors 3, LLC RCP
• Creative Planning LLC vs CAIS Commerce Street Private Equity Fund I GP LLC
• Creative Planning LLC vs Cm Pevf IV GP LLC
• Creative Planning LLC vs CAIS Commerce Street Private Credit Fund I GP LLC
• Creative Planning LLC vs CAIS ICG LP Secondaries Fund II GP LLC
• Creative Planning LLC vs CAIS LGP Sage Equity Investors GP LLC

Investors like Creative Planning LLC · Full investor directory · Investor access · Company funding database