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  2. People also ask
    Who owns Creative Planning?
    The investment in Creative Planning is being made through TPG Capital, TPG's U.S. and European private equity arm. Investment firm General Atlantic has also been a minority investor in Creative Planning since 2020. TPG and Creative Planning did not disclose the terms of the transaction.

    TPG acquires minority stake in wealth management firm Creative Planni…

    reuters.com
    How has creative planning grown?
    The company has grown through a combination of organic growth and acquisitions of smaller wealth managers. In 2023, Creative Planning acquired the former United Capital business from Goldman Sachs. Creative Planning CEO Peter Mallouk will continue to lead the company and maintain a majority stake.

    TPG Buys ‘Substantial’ Minority Stake in Creative Planning

    msn.com
    Will TPG buy Creative Planning?
    The deal could be announced in the coming days, the sources added. If the talks are successful, TPG would become one of the owners in the wealth manager, alongside private equity firm General Atlantic which acquired a minority stake in Creative Planning in 2020. TPG and Permira declined to comment.

    Exclusive-TPG in Lead to Buy Stake in Creative Planning at $15 Billion Va…

    money.usnews.com
    Is creative planning a minority investor?
    (RTTNews) - Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the company. TPG is investing through TPG Capital. TPG Capital joins existing investor General Atlantic, who made a minority investment in 2020.

    TPG Invests In Creative Planning - Quick Facts

    markets.businessinsider.com
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  3. Reuters
    https://www.reuters.com/markets/deals/tp…

    Exclusive: TPG in lead to buy stake in Creative Planning …

    WEB3 days ago · Sept 28 (Reuters) - Buyout firm TPG (TPG.O) has emerged as the frontrunner to pick up a minority stake worth $2 billion in Creative Planning, in a deal that could value the wealth management...

  4. ThinkAdvisor
    https://www.thinkadvisor.com/2024/09/30/private...

    Private Equity Firm TPG Takes 'Significant' Minority Stake in …

  5. MSN
    https://www.msn.com/en-us/money/other/t…

    TPG Buys ‘Substantial’ Minority Stake in Creative …

    WEBCreative Planning is ranked second among “mega” RIAs in Barron’s Top 100 RIAs for 2024. The company has grown through a combination of organic growth and acquisitions of smaller wealth managers.

  6. The Daily Upside
    https://www.thedailyupside.com/advisor/industry...

    Creative Planning Sells Minority Stake to TPG - The Daily Upside

  7. FT.com
    https://markets.ft.com/data/announce/detail?dockey=...

    Creative Planning Announces Strategic Investment from TPG …

  8. Wealth Management
    https://www.wealthmanagement.com/ind…

    TPG Capital Takes Minority Stake in Creative Planning

    WEB1 day ago · TPG Capital, the San Francisco-based private equity firm, is making a “substantial” minority investment in Creative Planning, the Peter Mallouk-led $375 billion firm. The two parties announced...

  9. InvestmentNews
    https://www.investmentnews.com/rias/pe-giant-tpg...

    PE giant TPG takes strategic stake in Creative Planning

  10. Markets Insider
    https://markets.businessinsider.com/news/stocks/...

    TPG Invests In Creative Planning - Quick Facts - Markets Insider

  11. Financial Advisor Magazine
    https://www.fa-mag.com/news/tpg-seen-winning...

    TPG Favored To Win Auction For Creative Planning Stake, Valuing …

  12. The Joplin Globe
    https://www.joplinglobe.com/region/national...

    Creative Planning Announces Strategic Investment from TPG Capital