Form D · Investing
Creative Planning Management, LLC
Overland Park, KS · CIK 0001850310
Offering snapshot reported Mar 16, 2021 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 15, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 16, 2021 | Initial | $0 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-392439
Issuance of profits interest.
Source: Form D, filed Mar 16, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Peter Mallouk | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
5454 West 110 Th Street
Overland Park, KS, 66211
Overland Park, KS, 66211