Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies ...

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

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

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

Creative Planning (“the Company”), a leading independent wealth management firm, today announced that TPG (NASDAQ: TPG), a leading global alternative ...

CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its ...

a minority stake in Creative Planning that would value the wealth management firm at more than $15 billion, Reuters reported, ...

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

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 ...

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 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 ...