Lenox Hpe, LLC
Private Equity FundFund ID 805-5247963015Ohio, United States
Gross assets
$11.2M
Min. investment
$350K
Beneficial owners
35
Size rank
Top 77%
Audited
No
Structure
Standalone
About this fund
Lenox Hpe, LLC is a private equity fund managed by Creative Planning, LLC. The fund reports $11.2 million in gross assets, placing it among the top 77% of private funds by size. The stated minimum investment is $350,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-5247963015 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | No |
| Prepared per GAAP | No |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Cais Private Equity Core I, L.P. | Private Equity | $122M |
| Cais Private Equity Core II, L.P. | Private Equity | $62.3M |
| Lenox Pe Fund I, LLC | Private Equity | $1.7M |
See all 4 funds from this manager — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How large is Lenox Hpe, LLC?
Lenox Hpe, LLC reports $11.2 million in gross assets, among the top 77% of private funds by size.
What is the minimum investment for Lenox Hpe, LLC?
The stated minimum investment is $350,000.
Who manages Lenox Hpe, LLC?
Lenox Hpe, LLC is managed by Creative Planning, LLC.
Does Lenox Hpe, LLC disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
C
Overland Park, KS
Service providers
Reported gross assets
$11.2M▲ 94%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 77%
Larger than 23% of 67,041 private funds
Gross assets vs Private Equity FundsTop 75%
Larger than 25% of 31,066 private equity funds
Minimum investmentTop 55%
Higher than 45% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.