Creative Planning Employee Investment, LLC

Form D Filings

Industry Group
Investing
Entity Type
Limited Liability Company
CIK
0001850309
All SEC Filings
View on sec.gov
Date Filed Security Types Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
4/14/2025 Equity $12,500,000 $12,500,000 $0 3/31/2025 4/14/2025 D 000101410825000039
3/14/2025 Equity $35,632,236 $35,632,236 $0 3/1/2025 3/14/2025 D 000101410825000026
1/27/2025 Equity $1,250,000 $1,250,000 $0 1/17/2025 1/27/2025 D 000101410825000015
12/30/2024 Equity $28,000,000 $28,000,000 $0 12/20/2024 12/30/2024 D 000101410824000065
10/2/2024 Equity $3,750,000 $3,750,000 $0 9/30/2024 10/2/2024 D 000101410824000046
10/2/2024 Equity $3,750,000 $3,750,000 $0 9/30/2024 10/2/2024 D 000101410824000045
4/8/2024 Equity $6,712,500 $6,712,500 $0 4/1/2024 4/8/2024 D 000101410824000021
11/2/2023 Equity $3,224,667 $3,224,667 $0 11/1/2023 11/1/2023 D 000101410823000146
10/3/2023 Equity $5,408,300 $5,408,300 $0 9/29/2023 9/29/2023 D 000101410823000145
10/2/2023 Equity $8,800,000 $8,800,000 $0 9/29/2023 9/29/2023 D 000101410823000144
9/5/2023 Equity $1,300,000 $1,300,000 $0 9/1/2023 9/1/2023 D 000101410823000133
9/5/2023 Equity $13,803,746 $13,803,746 $0 9/1/2023 9/1/2023 D 000101410823000132
8/1/2023 Equity $800,000 $800,000 $0 8/1/2023 8/1/2023 D 000101410823000117
3/9/2023 Equity $8,845,962 $8,845,962 $0 3/1/2023 3/8/2023 D 000101410823000048
3/6/2023 Equity $4,108,000 $4,108,000 $0 2/28/2023 3/6/2023 D 000101410823000046
10/3/2022 Equity $11,167,472 $11,167,472 $0 9/30/2022 10/3/2022 D 000101410822000141
7/5/2022 Equity $100,000 $100,000 $0 6/30/2022 6/30/2022 D 000101410822000125
3/22/2022 Equity $8,000,000 $8,000,000 $0 3/21/2022 3/21/2022 D 000101410822000084
3/9/2022 Equity $31,713,562 $31,713,562 $0 3/1/2022 3/9/2022 D 000101410822000078
1/5/2022 Equity $3,200,000 $3,200,000 $0 12/31/2021 1/3/2022 D 000101410822000008
1/5/2022 Equity $2,000,000 $2,000,000 $0 12/31/2021 1/3/2022 D 000101410822000007
1/5/2022 Equity $638,600 $638,600 $0 12/31/2021 1/4/2022 D 000101410822000009
1/4/2022 Equity $7,319,400 $7,319,400 $0 12/31/2021 1/3/2022 D 000101410822000006
1/4/2022 Equity $4,000,000 $4,000,000 $0 12/31/2021 1/3/2022 D 000101410822000005
1/4/2022 Equity $500,000 $500,000 $0 12/31/2021 1/3/2022 D 000101410822000004
12/16/2021 Equity $2,000,000 $2,000,000 $0 12/3/2021 12/15/2021 D 000101410821000222
12/16/2021 Equity $250,000 $250,000 $0 12/15/2021 12/15/2021 D 000101410821000223
12/15/2021 Equity $1,000,000 $1,000,000 $0 12/7/2021 12/14/2021 D 000101410821000220
12/15/2021 Equity $2,000,000 $2,000,000 $0 12/1/2021 12/14/2021 D 000101410821000219
10/4/2021 Equity $3,850,000 $3,850,000 $0 9/30/2021 10/1/2021 D 000101410821000177
6/1/2021 Equity $243,821 $243,821 $0 6/1/2021 5/24/2021 D 000101410821000127
4/12/2021 Equity $31,216,705 $31,216,705 $0 4/9/2021 4/12/2021 D 000101410821000095
3/10/2021 Equity $15,661,436 $15,661,436 $0 3/1/2021 3/8/2021 D 000101410821000077