Asset manager TPG has bought a minority stake in wealth management firm Creative Planning, striking its second such deal in ...
Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies ...
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its ...
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 ...
TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in ...
Peter McGoohan, a partner at TPG Capital, said Creative Planning has build an “unparalleled business” in the wealth ...
Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the ...
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
TPG has taken a stake in wealth management firm Creative Planning. TPG is investing in the business through TPG Capital, its U.S. and European private equity platform. Terms of the transaction were ...
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 ...
San Francisco-based TPG "made a substantial minority investment" in Creative Planning through TPG Capital, its U.S. and ...