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 ...

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

TPG is only the second outside investor in Creative Planning. In 2020, General Atlantic Service Co. LP bought a minority ...

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 ...

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

A judge in Chicago dismissed claims that 13 firms engaged in wide-ranging unfair and anticompetitive practices and schemes.

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 ...

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 ...