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Lenox Pe Fund I, LLC

Private Equity FundFund ID 805-1194753711Ohio, United States
Gross assets
$1.7M
Min. investment
$250K
Beneficial owners
40
Size rank
Top 92%
Audited
No
Structure
Standalone

About this fund

Lenox Pe Fund I, LLC is a private equity fund managed by Creative Planning, LLC. The fund reports $1.7 million in gross assets, placing it among the top 92% of private funds by size. The stated minimum investment is $250,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1194753711
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Cais Private Equity Core I, L.P.Private Equity$122M
Cais Private Equity Core II, L.P.Private Equity$62.3M
Lenox Hpe, LLCPrivate Equity$11.2M
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Frequently asked questions

How large is Lenox Pe Fund I, LLC?

Lenox Pe Fund I, LLC reports $1.7 million in gross assets, among the top 92% of private funds by size.

What is the minimum investment for Lenox Pe Fund I, LLC?

The stated minimum investment is $250,000.

Who manages Lenox Pe Fund I, LLC?

Lenox Pe Fund I, LLC is managed by Creative Planning, LLC.

Does Lenox Pe Fund I, 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

Prime broker
None reported
Auditor
None reported

Reported gross assets

$1.7M▼ 29%
Mar '25 — $2.4MApr '25 — $2.4MMay '25 — $2.4MJun '25 — $2.4MJul '25 — $2.4MAug '25 — $2.4MSep '25 — $2.4MOct '25 — $2.4MNov '25 — $2.4MDec '25 — $2.4MJan '26 — $2.4MFeb '26 — $2.4MMar '26 — $1.7MApr '26 — $1.7MMay '26 — $1.7MJun '26 — $1.7M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 92%
Larger than 8% of 67,041 private funds
Gross assets vs Private Equity FundsTop 92%
Larger than 8% of 31,066 private equity funds
Minimum investmentTop 56%
Higher than 44% 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.