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C••• P•••••• E••••• C••• I• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthP•••••• fundprivate equity fund3(c)(7)fund of funds

C••• P•••••• E••••• C••• I• L•••

advised by CREATIVE PLANNING

Delaware, United States

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Search this name across graphsid dfx:ria:781996ba-2854-d42d-d39d-ce60304505d6

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2023 to Jul 10, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••• P•••••• E••••• C••• I• L•••

P•••••• equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: CREATIVE PLANNINGCRD 105348
Fund type: P•••••• Equity Fund
Latest reported GAV: $122Mgross asset value on Schedule D 7.B(1), as of 2026-07-10; never fund size
Peak reported GAV: $122M
Beneficial owners: 303
Minimum investment: $250,000
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Nov 27, 2024	$26.7M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
SEI P•••••• TRUST COMPANY	SEI P•••••• TRUST COMPANY	Oaks	Pennsylvania	United States	no	n/a

Relationships

Advises (1)

← CREATIVE PLANNINGRegistered adviserP•••••• Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:781996ba-2854-d42d-d39d-ce60304505d6
First observed: Mar 31, 2023
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.