Managers/Private equity/Kansas/Creative Planning

Creative Planning

Creative Planning is a private equity manager in Overland Park, KS. It is registered with the SEC as an investment adviser with $295.6B in regulatory assets and 1,650 staff. It has 3 funds on file, the latest reported in June 2026.

Funds on file
3
Raised, all funds
$488.3M
Regulatory assets
$295.6B
Staff
1,650
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jun 2026 CAIS Private Equity Core III, L.P. Private equity $101.8M Not given
Feb 2023 CAIS Private Equity Core II, L.P. Private equity $55M Not given
Jul 2022 CAIS Private Equity Core I, L.P. Private equity $331.5M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$295.6B
Employees1,650
Clients47,540 individuals, 39,511 wealthy individuals, 10,861 pension plans, 1,847 companies, 335 charities, 199 government and 5 private funds.
Control personsJames, Lewis Battmer, David, John Kaye, Jonathan, Michael Knapp, Alexander, George Mallouk, Peter, Alex Mallouk, Ramesh, Babu Poola.
Private funds5 private funds holding $39.1M in gross assets.

Private funds it reports

FundTypeGross assets
Cais Private Equity Core I Private equity $26.7M
Cais Private Equity Core II Private equity $6M
Lenox PE Fund I Private equity $3.8M
Lenox Hpe Private equity $1.5M
Lenox Blue Chip Private equity $1.1M