PLAN SPONSOR ADVISORS, LLC
SEC file number 801-63670
· CHICAGO, IL
https://plansponsorconsultants.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$19.65B
Discretionary AUM
$163.9M
Employees
9
Clients
—
Firm
- Address
- 125 S WACKER DR.
CHICAGO, IL 60606-4430 - Phone
- —
- Website
- https://plansponsorconsultants.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Bauplan, Inc. Low name-match confidence · CIK 1961751 · CA
- Bay Plan Fund LP Low name-match confidence · CIK 2056999 · MI
- Blue Planet Training Inc Low name-match confidence · CIK 1674474 · NJ
- BrightPlan Group, Inc. Low name-match confidence · CIK 1859791 · FL
- BSP SS Upland, LLC Low name-match confidence · CIK 2034384 · CA
- Clover Woodlands Plano Venture, LLC Low name-match confidence · CIK 2082091 · TX
- CollPlant Biotechnologies Ltd Low name-match confidence · CIK 1631487 · L3
- Creative Planning Employee Investment, LLC Low name-match confidence · CIK 1850309 · KS
- DPEG Plantation Village, LP Low name-match confidence · CIK 2162037 · TX
- Emerald City Plant Shop LLC Low name-match confidence · CIK 1974715
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DPEG Plantation Village, LP · D · Oct 27, 2026$8.2M
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CollPlant Biotechnologies Ltd · D · Oct 22, 2026$9.2M
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Creative Planning Employee Investment, LLC · D · Sep 14, 2026$9.9M
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BrightPlan Group, Inc. · D · Sep 8, 2026$20M
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AI Planning Logic Inc · D · Sep 3, 2026
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CollPlant Biotechnologies Ltd · D · Jul 20, 2026$10.4M
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Creative Planning Employee Investment, LLC · D · Jul 16, 2026$52.6M
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Creative Planning Employee Investment, LLC · D · Jul 13, 2026$5M
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Creative Planning Employee Investment, LLC · D · Jul 13, 2026$750K
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Creative Planning Employee Investment, LLC · D · Jun 9, 2026$4.2M
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Creative Planning Employee Investment, LLC · D · Jun 3, 2026$5.2M
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A&Q Select (US) LLC - ePlanet Hedge Fund Solution · D/A · May 20, 2026
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Bay Plan Fund LP · D/A · Mar 19, 2026
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Creative Planning Employee Investment, LLC · D · Mar 16, 2026$43.2M
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Creative Planning Employee Investment, LLC · D · Mar 12, 2026$2M
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CollPlant Biotechnologies Ltd · D · Feb 17, 2026$4M
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BrightPlan Group, Inc. · D · Jan 20, 2026$4M
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Creative Planning Employee Investment, LLC · D · Dec 23, 2025$11.6M
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Creative Planning Employee Investment, LLC · D · Dec 16, 2025$5M
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Creative Planning Employee Investment, LLC · D · Dec 5, 2025$4.8M
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Creative Planning Employee Investment, LLC · D · Oct 7, 2025$12.4M
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AI Planning Logic Inc · D · Oct 7, 2025$272.7K
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Clover Woodlands Plano Venture, LLC · D · Sep 17, 2025$13.7M
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Creative Planning Employee Investment, LLC · D · Sep 11, 2025$2.8M
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Bauplan, Inc. · D · Aug 7, 2025$600K