Platform Investments LLC

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Platform Investments LLC ✚
CRD #	159261
SEC #	801-72953
CIK #	0000147318, 0001570702
AUM	$1.7 B (2025-03-31)
Employees	40 (20% Investors, 0% Brokers)
Phone	816-285-3872
Address	1511 Baltimore Avenue Kansas City, MO 64108
Source	[IAPD] [EDGAR] [Website] [Twitter] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	PV Housing Fund I LLC	[2025-03-31]	138.0	150.8
RE	Botts 150 Holdings LLC	[2024-03-29]	20.2	30.1
RE	Platform RES V BFR Co-Invest II LLC	[2023-03-31]	42.1	41.6
RE	Platform RES V BFR Co-Invest LLC	[2023-03-31]	20.0	20.4
RE	Platform Texas Fund I LLC	[2023-03-31]	150.0	146.2
RE	PV Select VCS Holdings LLC	[2023-03-31]	3.9	11.2
RE	Botts 150 LLC	2022-03-31		37.5
RE	PV RES V Feeder LLC	[2022-03-31]	4.6	5.3
RE	PV RES V VCS Holdings Investors LLC	[2022-03-31]	93.0	121.5
RE	PV-V RC 3240 Wilshire Boulevard LLC	[2022-03-31]	12.0	10.8
RE	Platform I QOZB - Student Housing II LLC	[2021-03-31]	0.8	6.1
RE	PV 1031 Exchange Fund III	[2021-03-31]	2.1	9.8
RE	PV - V Lending - FC LLC	2021-03-31		74.4
RE	Sunplat Rockhill JV LLC	[2021-03-31]	5.5	4.5
RE	1031 Xchange Trust II	[2020-03-27]	13.5	1.0
RE	2221 Park Place Holdings LLC	2020-03-27		8.4
RE	Platform I QOZB Holdings - RG Industrial LLC	[2020-03-27]	8.6	55.8
RE	Platform I QOZB Holdings - Student Housing LLC	[2020-03-27]	2.1	46.9
RE	Platform Oz GP I LLC	[2020-03-27]	0.3	6.2
RE	Platform Ventures Opportunity Zone Fund I A LP	[2020-03-27]	5.3	10.6
RE	Platform Ventures Opportunity Zone Fund I C LP	[2020-03-27]	4.7	14.1
RE	Platform Ventures Opportunity Zone Fund I LP	[2020-03-27]	19.1	53.8
RE	Platform Ventures Real Estate Strategies V A LLC	[2020-03-27]	15.8	21.4
RE	Platform Ventures Real Estate Strategies V B LLC	[2020-03-27]	30.3	57.2
RE	Platform Ventures Real Estate Strategies V LLC	[2020-03-27]	119.2	180.7
RE	PV 48th Place Investors LLC	[2020-03-27]	11.8	11.1
RE	1031 Xchange Trust I	[2019-03-29]	8.9	5.9
RE	M-IV 2204 Sa ATX LLC	2019-03-29		1.0
RE	M-IV Pier 2620 LLC	[2019-03-29]	25.5	15.4
RE	PV Homes LP	[2019-03-29]	34.8	117.4
RE	M-IV Lomita LLC	[2017-03-31]	25.8	2.2
RE	MREM Westport-Hs LLC	[2017-03-31]	1.2	3.4
RE	RC 2015-Ii Investors LP	[2016-06-06]	3.0	3.8
RE	RC 2015-I Investors LP	[2016-06-06]	11.6	12.8
RE	RC 2016-I Investors LP	[2016-06-06]	5.0	6.3
RE	MREM Fairway Investors LLC	[2016-03-29]	5.8	1.6
RE	Mariner Real Estate Partners IV A LLC	[2015-03-30]	13.0	5.8
RE	Mariner Real Estate Partners IV LLC	[2015-03-30]	129.6	62.7
RE	Mariner Residential Recovery Fund LLC	[2015-03-30]	35.0	93.8
RE	M-Cmbs OPP Fund LLC	[2015-03-30]	23.4	0.2
RE	MREM BOT Holdings LLC	[2015-03-30]	8.5	15.0
RE	Mariner Residential Recovery Fund A LLC	[2014-03-28]	22.3	44.1
RE	Mariner Real Estate Partners III B LLC	[2013-03-25]	8.4	0.1
RE	Mariner Real Estate Partners III A LLC	[2011-12-07]	50.5	0.1
RE	Mariner Real Estate Partners III LLC	[2011-12-07]	50.5	0.5
RE	Mariner Real Estate Partners II LLC	[2011-12-07]	26.0	2.8
RE	Mariner Real Estate Partners LLC	[2011-12-07]	48.6	4.4

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	32	1,668.1
(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	32	1,668.1
By Discretionary
Discretionary	32	1,668.1
Non-Discretionary	0	0.0
Total	32	1,668.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,668.1
Total	32	1,668.1

Form D Directors	# Filings	# Firms	2011 - 2025
Martin Bicknell	33
Gary Henson	12
Montage Investments LLC	11
Ryan Anderson	83
Kyle Siner	61
Platform Ventures LLC	41
Terrence Anderson	40
Corey Biggs	40
Greg Steinberg	38
Platform Investments LLC	35
View All

EDGAR Form	CIK	2011 - 2025
SC 13D	[0001570702]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Ma Platform Inc	Tsingda EEDU Corp	[2013-03-01]

Comparable Firms	State	AUM ($B)
Aegon USA Realty Advisors LLC ✚	IA	1.8
Black Chamber Partners LLC ✚	DC	1.8
Marcus Partners LLC ✚	MA	1.8
Equus Capital Partners Ltd ✚	PA	1.8
Unison Investment Management LLC ✚	CA	1.7
Caprock Partners Management Inc ✚	CA	1.6
Homestead Capital USA LLC ✚	CA	1.6
The Praedium Group LLC ✚	NY	1.6
Penwood Real Estate Investment Management LLC ✚	CT	1.6
Mesirow Re-Ia Inc ✚	IL	1.5

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Platform Investments LLC

Assets, Funds, Holdings