Data / Form D filings / Creative Planning Employee Investment, LLC
Creative Planning Employee Investment, LLC: Form D filings
Creative Planning Employee Investment, LLC, an investing company in Overland Park, KS, filed 47 Form D notices with the SEC between 2021 and 2026. The latest, on September 14, 2026, reports $9.9 million sold of a $9.9 million offering to 33 investors.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 5454 WEST 110TH STREET, Overland Park, KS, 66211
- Phone
- (913) 955-3676
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1850309
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 14, 2026 | New notice | $9,900,000 | $9,900,000 | 33 | Sep 1, 2026 | sec.gov | |
| Jul 16, 2026 | New notice | $52,600,000 | $52,600,000 | 138 | Jul 1, 2026 | sec.gov | |
| Jul 13, 2026 | New notice | $5,025,000 | $5,025,000 | 6 | Jul 1, 2026 | sec.gov | |
| Jul 13, 2026 | New notice | $750,000 | $750,000 | 3 | Jul 1, 2026 | sec.gov | |
| Jun 9, 2026 | New notice | $4,229,679 | $4,229,679 | 7 | May 25, 2026 | sec.gov | |
| Jun 3, 2026 | New notice | $5,250,000 | $5,250,000 | 2 | May 28, 2026 | sec.gov | |
| Mar 16, 2026 | New notice | $43,213,779 | $43,213,779 | 295 | Mar 1, 2026 | sec.gov | |
| Mar 12, 2026 | New notice | $2,000,000 | $2,000,000 | 2 | Mar 2, 2026 | sec.gov | |
| Dec 23, 2025 | New notice | $11,552,633 | $11,552,633 | 32 | Dec 11, 2025 | sec.gov | |
| Dec 16, 2025 | New notice | $5,047,604 | $5,047,604 | 9 | Dec 1, 2025 | sec.gov | |
| Dec 5, 2025 | New notice | $4,810,000 | $4,810,000 | 2 | Nov 24, 2025 | sec.gov | |
| Oct 7, 2025 | New notice | $12,383,971 | $12,383,971 | 186 | Sep 22, 2025 | sec.gov | |
| Sep 11, 2025 | New notice | $2,766,372 | $0 | $2,766,372 | 1 | Aug 28, 2025 | sec.gov |
| Jul 3, 2025 | New notice | $1,872,000 | $1,872,000 | 3 | Jun 30, 2025 | sec.gov | |
| Apr 14, 2025 | New notice | $12,500,000 | $12,500,000 | 10 | Mar 31, 2025 | sec.gov | |
| Mar 14, 2025 | New notice | $35,632,236 | $35,632,236 | 323 | Mar 1, 2025 | sec.gov | |
| Jan 27, 2025 | New notice | $1,250,000 | $1,250,000 | 1 | Jan 17, 2025 | sec.gov | |
| Dec 30, 2024 | New notice | $28,000,000 | $28,000,000 | 2 | Dec 20, 2024 | sec.gov | |
| Oct 2, 2024 | New notice | $3,750,000 | $3,750,000 | 2 | Sep 30, 2024 | sec.gov | |
| Oct 2, 2024 | New notice | $3,750,000 | $3,750,000 | 2 | Sep 30, 2024 | sec.gov | |
| Apr 8, 2024 | New notice | $6,712,500 | $6,712,500 | 3 | Apr 1, 2024 | sec.gov | |
| Nov 2, 2023 | New notice | $3,224,667 | $3,224,667 | 12 | Nov 1, 2023 | sec.gov | |
| Oct 3, 2023 | New notice | $5,408,300 | $5,408,300 | 8 | Sep 29, 2023 | sec.gov | |
| Oct 2, 2023 | New notice | $8,800,000 | $8,800,000 | 6 | Sep 29, 2023 | sec.gov | |
| Sep 5, 2023 | New notice | $1,300,000 | $1,300,000 | 4 | Sep 1, 2023 | sec.gov | |
| Sep 5, 2023 | New notice | $13,803,746 | $13,803,746 | 86 | Sep 1, 2023 | sec.gov | |
| Aug 1, 2023 | New notice | $800,000 | $800,000 | 1 | Aug 1, 2023 | sec.gov | |
| Mar 9, 2023 | New notice | $8,845,962 | $8,845,962 | 84 | Mar 1, 2023 | sec.gov | |
| Mar 6, 2023 | New notice | $4,108,000 | $4,108,000 | 11 | Feb 28, 2023 | sec.gov | |
| Oct 3, 2022 | New notice | $11,167,472 | $11,167,472 | 16 | Sep 30, 2022 | sec.gov | |
| Jul 5, 2022 | New notice | $100,000 | $100,000 | 1 | Jun 30, 2022 | sec.gov | |
| Mar 22, 2022 | New notice | $8,000,000 | $8,000,000 | 1 | Mar 21, 2022 | sec.gov | |
| Mar 9, 2022 | New notice | $31,713,562 | $31,713,562 | 186 | Mar 1, 2022 | sec.gov | |
| Jan 5, 2022 | New notice | $638,600 | $638,600 | 6 | Dec 31, 2021 | sec.gov | |
| Jan 5, 2022 | New notice | $3,200,000 | $3,200,000 | 1 | Dec 31, 2021 | sec.gov | |
| Jan 5, 2022 | New notice | $2,000,000 | $2,000,000 | 1 | Dec 31, 2021 | sec.gov | |
| Jan 4, 2022 | New notice | $7,319,400 | $7,319,400 | 4 | Dec 31, 2021 | sec.gov | |
| Jan 4, 2022 | New notice | $4,000,000 | $4,000,000 | 1 | Dec 31, 2021 | sec.gov | |
| Jan 4, 2022 | New notice | $500,000 | $500,000 | 1 | Dec 31, 2021 | sec.gov | |
| Dec 16, 2021 | New notice | $250,000 | $250,000 | 1 | Dec 15, 2021 | sec.gov | |
| Dec 16, 2021 | New notice | $2,000,000 | $2,000,000 | 4 | Dec 3, 2021 | sec.gov | |
| Dec 15, 2021 | New notice | $1,000,000 | $1,000,000 | 1 | Dec 7, 2021 | sec.gov | |
| Dec 15, 2021 | New notice | $2,000,000 | $2,000,000 | 1 | Dec 1, 2021 | sec.gov | |
| Oct 4, 2021 | New notice | $3,850,000 | $3,850,000 | 3 | Sep 30, 2021 | sec.gov | |
| Jun 1, 2021 | New notice | $243,821 | $243,821 | 3 | Jun 1, 2021 | sec.gov | |
| Apr 12, 2021 | New notice | $31,216,705 | $31,216,705 | 20 | Apr 9, 2021 | sec.gov | |
| Mar 10, 2021 | New notice | $15,661,436 | $15,661,436 | 85 | Mar 1, 2021 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Dave Kaye | Executive Officer, Director | Chief Financial Officer of Creative Planning Holdco, LLC |
| Lee Richardson | Executive Officer | Chief Compliance Officer of Creative Planning Holdco, LLC |
| Peter Mallouk | Executive Officer | Chief Executive Officer of Creative Planning Holdco, LLC |
Every Form D from the week of Sep 14, 2026 · All recent filings in Kansas · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Creative Planning Employee Investment, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.