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Creative Planning Employee Investment, LLC — Funding, Investors & Profile — Capbase

Private

Private securities offering disclosed via SEC Form D.

Investing

$5.3MSource: [SEC]Total raised

UndisclosedSource: [SEC]Last valuation

Creative Planning Employee Investment, LLC filed a Form D notice of exempt offering with the SEC.

4 rounds

4 rounds · latest Private placement (Form D), Jul 2026 · $5.3M raised

No investors recorded yet for Creative Planning Employee Investment, LLC.

Leadership

Dave KayeExecutive Officer · Chief Financial Officer of Creative Planning Holdco, LLCSince 2026Source: [SEC]Source: [SEC]

Lee RichardsonExecutive Officer · Chief Compliance Officer of Creative Planning Holdco, LLCSince 2026Source: [SEC][SEC]

Creative Planning Employee Investment, LLC has no recorded acquisitions.

Still private — no exit on record.

No diversity signals recorded yet for Creative Planning Employee Investment, LLC.

Data aggregated from SEC EDGAR, Wikidata, and community contributions. Spotted an error? Propose a change or report an issue.

Series A

Sector

Financial services

Source: