Plancorp, LLC

Transaction overview

Reported completed

Exact closing date not established.

An August 6, 2025 Plancorp announcement reported that TRIA Capital Partners became a minority capital partner in early 2024. The source does not identify an exact transaction day, ownership percentage or consideration. The announcement principally concerned a new chief operating officer; that hire is separate from the historical ownership investment.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.