Asset manager TPG has bought a minority stake in wealth management firm Creative Planning, striking its second such deal in ...

San Francisco-based TPG is set to prevail in an auction for the stake in Creative Planning that drew interest from other ...

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 ...

TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in ...

Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the ...

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 ...

TPG is in advanced talks to acquire a minority stake in wealth management firm Creative Planning, potentially valuing the ...

The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.

OVERLAND PARK, Kan. & SAN FRANCISCO, September 30, 2024--(BUSINESS WIRE)--Creative Planning ("the Company"), a leading independent wealth management firm, today announced that TPG (NASDAQ ...

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 ...