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| Platform Investments LLC
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| CRD # | 159261 |
| SEC # | 801-72953 |
| CIK # | 0001570702, 0000147318 |
| AUM | 1,657.2 M (2026-03-31) |
| Employees | 38 (21% Investors, 0% Brokers) |
| Phone | 816-285-3872 |
| Address | 1511 Baltimore Avenue Kansas City, MO 64108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | PV Housing Fund I LLC | [2025-03-31] | 138.0 M | 134.0 M |
| Filed 2025-05-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $722,427 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Botts 150 Holdings LLC | [2024-03-29] | 20.2 M | 43.2 M |
| Offered $20,179,283 · Filed 2025-07-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Platform RES V BFR Co-Invest II LLC | [2023-03-31] | 42.1 M | 21.0 M |
| Offered $45,000,000 · Filed 2022-07-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $2,900,000 · Duration One year or less · Commission $421,000 · Revenue Decline to Disclose | ||||
| RE | Platform RES V BFR Co-Invest LLC | [2023-03-31] | 20.0 M | 10.0 M |
| Filed 2022-07-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Platform Texas Fund I LLC | [2023-03-31] | 150.0 M | 125.2 M |
| Offered $150,000,000 · Filed 2023-08-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | PV Select VCS Holdings LLC | [2023-03-31] | 3.9 M | 9.4 M |
| Offered $25,000,000 · Filed 2023-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $21,150,000 · Duration More than one year · Commission $38,500 · Revenue Decline to Disclose | ||||
| RE | Botts 150 LLC | 2022-03-31 | 56.4 M | |
| RE | PV RES V Feeder LLC | [2022-03-31] | 4.6 M | 4.7 M |
| Offered $4,559,211 · Filed 2021-08-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | PV RES V VCS Holdings Investors LLC | [2022-03-31] | 93.0 M | 104.1 M |
| Filed 2023-11-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | PV-V RC 3240 Wilshire Boulevard LLC | [2022-03-31] | 12.0 M | 10.5 M |
| Offered $12,000,000 · Filed 2021-10-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Commission $66,000 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 28 | 1,657.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 1,657.2 |
| By Discretionary | ||
| Discretionary | 28 | 1,657.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 1,657.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,657.2 | |
| Total | 28 | 1,657.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Martin Bicknell | Director, Executive Officer | 33 | 7 | |
| Gary Henson | Executive Officer | 12 | 5 | |
| Montage Investments LLC | Executive Officer | 11 | 5 | |
| Ryan Anderson | Director, Executive Officer | 87 | 3 | |
| Kyle Siner | Executive Officer | 65 | 3 | |
| Platform Ventures LLC | Executive Officer | 43 | 2 | |
| Terrence Anderson | Director, Executive Officer | 42 | 2 | |
| Corey Biggs | Director | 42 | 2 | |
| Greg Steinberg | Executive Officer | 40 | 2 | |
| Platform Investments LLC | Executive Officer | 35 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13D | [0001570702] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Ma Platform Inc | Tsingda EEDU Corp | [2013-03-01] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Related People Network |
|---|
| 39 people file Form D offerings alongside this firm's people. |
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