Cpi Holdco B, LLC
Sole MemberCreative Planning Institutional Advisors, LLC
About Cpi Holdco B, LLC
Cpi Holdco B, LLC is listed as Sole Member at Creative Planning Institutional Advisors, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Creative Planning Institutional Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Cpi Holdco B, LLC work?
Cpi Holdco B, LLC is listed as Sole Member at Creative Planning Institutional Advisors, LLC on SEC Form ADV.
How much of Creative Planning Institutional Advisors, LLC does Cpi Holdco B, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Creative Planning Institutional Advisors, LLC
| Title | Sole Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |