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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Newport Beach, CA HQ: Newport Beach, CA

Creative Planning Institutional Advisors

$37.5B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.55B parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Venture Capital, Private Equity, Buyout, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.55B
Total AUM: $37.5B
Median Disclosed Amount
$72.5M
Range: $15.0M – $276.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Creative Planning Institutional Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
EleganTree Opportunities Fund IIIAdviser 7.B Vehicle Buyout 2025
$25.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP.Abundance Fund I, L.P.Adviser 7.B Vehicle Venture Capital 2025
$276.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Aisling Capital VIAdviser 7.B Vehicle Venture Capital 2025
$259.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Declaration Partners Real Estate Fund IIAdviser 7.B Vehicle Real Estate 2025
$240.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Europe Fund IIIAdviser 7.B Vehicle Growth Equity 2025
$228.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Creative Planning Institutional Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Creative Planning Institutional Advisors (OCIO / Wealth RIA, $37.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.7% Actual; $487.5M Unallocated Target Bandwidth). SEC Form ADV (801-64265, CRD #126777) verified $37.50B discretionary AUM (Form ADV Discretionary Alternatives Allocation); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Creative Planning Institutional Advisors

582 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Creative Planning Institutional Advisors (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 11 Shared Vehicles

Onedigital

OCIO / Wealth RIA Overland Park, KS
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Peppertree Capital X (2025 Vintage)
Creative Planning Institutional Advisors: $139.8M · SEC Form ADV 7.B
Onedigital: $60.0M · SEC Form ADV 7.B

Additional shared vehicles: Permira VIII-2 SCSp (2025 Vintage) · Phoenix Bear Partners, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

TIAA General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Permira VIII-2 SCSp (2025 Vintage)
Creative Planning Institutional Advisors: $83.8M · SEC Form ADV 7.B
TIAA General Account: $92.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Phoenix Bear Partners, L.P. (2023 Vintage) · Permira Growth Opportunities II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust

Institutional Trust North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker VI (2025 Vintage)
Creative Planning Institutional Advisors: $35.8M · SEC Form ADV 7.B
Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust: $19.8M · IRS Form 990 Sched D

Additional shared vehicles: Peppertree Capital X (2025 Vintage) · Permira VIII-2 SCSp (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+579 Additional Institutional LPs Report Shared Vehicles with Creative Planning Institutional Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Creative Planning Institutional Advisors

You are viewing 5 open public preview records (out of 26 total tracked records for Creative Planning Institutional Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (582 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Creative Planning Institutional Advisors

Growth Equity LPs →Venture Capital LPs →Private Equity LPs →Buyout LPs →Real Estate LPs →

Frequently Asked Questions: Creative Planning Institutional Advisors

What type of institutional allocator is Creative Planning Institutional Advisors and what is their typical disclosed ticket size?

Creative Planning Institutional Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Newport Beach, CA; Headquarters: Newport Beach, CA). Across 26 historical disclosure records tracked on Prilago ($2.55B total parsed USD across disclosed rows), the median disclosed amount is $72.5M (range: $15.0M to $276.0M).

Which private-market strategies appear in Creative Planning Institutional Advisors's public disclosures?

Creative Planning Institutional Advisors has disclosed records across Growth Equity, Venture Capital, Private Equity, Buyout, Real Estate. Open preview records include EleganTree Opportunities Fund III (2025 Vintage), UP.Abundance Fund I, L.P. (2025 Vintage), Aisling Capital VI (2025 Vintage), Declaration Partners Real Estate Fund II (2025 Vintage).

How are Creative Planning Institutional Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Creative Planning Institutional Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Creative Planning Institutional Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/creative-planning-institutional-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Creative Planning Institutional Advisors?

In Prilago's bilateral commitment graph, Creative Planning Institutional Advisors shares resolved underlying fund vehicles with 582 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Onedigital (11 shared vehicles, e.g. Peppertree Capital X (2025 Vintage)), TIAA General Account (10 shared vehicles, e.g. Permira VIII-2 SCSp (2025 Vintage)), Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust (10 shared vehicles, e.g. Pennybacker VI (2025 Vintage)).

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