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 ...

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.

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

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 ...