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TPG, Creative Planning
TPG Buys ‘Substantial’ Minority Stake in Creative Planning
Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies said Monday morning. TPG said it is making the investment though TPG Capital,
TPG acquires minority stake in wealth management firm Creative Planning
Asset manager TPG has bought a minority stake in wealth management firm Creative Planning, striking its second such deal in less than a week as it looks to expand its foothold in the investment advisory space.
Creative Planning Secures Minority Investment From TPG Capital
TPG Capital joins existing investor General Atlantic Service Co. LP, which made a minority investment in Creative Planning in 2020. At that time, Creative Planning managed $50 billion in assets, operated 27 offices, employed 650 people and served clients across all 50 U.S. states.
Bloomberg L.P.
8d
TPG Is in Lead to Buy Stake in Creative Planning, Reuters Says
a minority stake in
Creative
Planning
that would value the wealth management firm at more than $15 billion, Reuters ...
Think Advisor
9d
Creative Planning, Schwab Prevail in Anticompetitive Conduct Suit
A judge in Chicago dismissed claims that 13 firms engaged in wide-ranging unfair and anticompetitive practices and schemes.
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