Creative Planning receives minority investment from TPG Capital to boost growth and services.
Creative Planning, a prominent independent wealth management firm, has received a significant minority investment from TPG Capital to enhance its growth and service offerings. This follows a previous investment from General Atlantic in 2020. With over $375 billion in assets under management, Creative Planning's President and CEO, Peter Mallouk, will continue to lead the firm. The specific financial terms of the investment have not been disclosed.
September 30, 2024
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