Creative Planning adds TPG Capital
planadviser.com · 1d
Creative Planning Secures Minority Investment From TPG Capital
TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in 2020. At that time, Creative Planning managed $50 billion in assets, operated 27 offices, employed 650 people and served clients across all 50 U.S. states.
U.S. News & World Report · 3d
Exclusive-TPG in Lead to Buy Stake in Creative Planning at $15 Billion Valuation, Sources Say
San Francisco-based TPG is set to prevail in an auction for the stake in Creative Planning that drew interest from other buyout firms, including Permira, the sources said, requesting anonymity as the discussions are confidential. The deal could be announced in the coming days, the sources added.
Joplin Globe · 1d
Creative Planning Announces Strategic Investment from TPG Capital
Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global alternative asset management firm, has made a substantial minority investment in the Company.
Financial Advisor · 3d
TPG Favored To Win Auction For Creative Planning Stake, Valuing Firm At $15 Billion
According to SEC filings, Creative Planning’s CEO and founder Peter Mallouk owns between 50% and 75% of the firm, which is believed to have several share classes of equity. The Kansas-based firm has also acquired dozens of small- and mid-sized RIAs, many of which received a combination of cash and equity when they sold their firms.
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