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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) |
| Fees | |
| Minimum | |
| 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 | ||||
| RE | Platform I QOZB - Student Housing II LLC | [2021-03-31] | 0.8 M | 10.5 M |
| Filed 2021-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | PV 1031 Exchange Fund III | [2021-03-31] | 2.1 M | 10.1 M |
| Offered $17,970,000 · Filed 2020-08-19 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $15,881,608 · Duration One year or less · Commission $122,427 · Revenue Decline to Disclose | ||||
| RE | PV - V Lending - FC LLC | 2021-03-31 | 84.2 M | |
| RE | Sunplat Rockhill JV LLC | [2021-03-31] | 5.5 M | 4.5 M |
| Offered $5,550,000 · Filed 2021-10-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | 1031 Xchange Trust II | [2020-03-27] | 13.5 M | 1.0 M |
| Offered $14,350,000 · Filed 2020-06-24 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $865,221 · Duration One year or less · Commission $71,750 · Revenue Decline to Disclose | ||||
| RE | 2221 Park Place Holdings LLC | 2020-03-27 | 8.4 M | |
| RE | Platform I QOZB Holdings - RG Industrial LLC | [2020-03-27] | 8.6 M | 58.7 M |
| Filed 2021-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Platform I QOZB Holdings - Student Housing LLC | [2020-03-27] | 2.1 M | 32.8 M |
| Filed 2021-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Platform Oz GP I LLC | [2020-03-27] | 0.3 M | 4.2 M |
| Filed 2019-07-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $3,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Platform Ventures Opportunity Zone Fund I A LP | [2020-03-27] | 5.3 M | 10.8 M |
| Offered $300,000,000 · Filed 2021-08-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $294,720,947 · Duration More than one year · Commission $134,600 · Revenue Decline to Disclose | ||||
| RE | Platform Ventures Opportunity Zone Fund I C LP | [2020-03-27] | 4.7 M | 12.4 M |
| Filed 2021-08-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $25,000 · Revenue Decline to Disclose | ||||
| RE | Platform Ventures Opportunity Zone Fund I LP | [2020-03-27] | 19.1 M | 54.7 M |
| Offered $300,000,000 · Filed 2021-07-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $280,903,196 · Duration More than one year · Commission $323,560 · Revenue Decline to Disclose | ||||
| RE | Platform Ventures Real Estate Strategies V A LLC | [2020-03-27] | 15.8 M | 17.8 M |
| Offered $300,000,000 · Filed 2021-08-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $284,150,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Platform Ventures Real Estate Strategies V B LLC | [2020-03-27] | 30.3 M | 50.0 M |
| Offered $300,000,000 · Filed 2021-08-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $269,700,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Platform Ventures Real Estate Strategies V LLC | [2020-03-27] | 119.2 M | 152.7 M |
| Offered $300,000,000 · Filed 2021-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $180,765,789 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | PV 48th Place Investors LLC | [2020-03-27] | 11.8 M | 11.5 M |
| Offered $11,783,708 · Filed 2019-06-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | 1031 Xchange Trust I | [2019-03-29] | 8.9 M | 5.9 M |
| Offered $10,700,000 · Filed 2020-06-24 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $1,825,663 · Duration One year or less · Commission $53,500 · Revenue Decline to Disclose | ||||
| RE | M-IV 2204 Sa ATX LLC | 2019-03-29 | 1.0 M | |
| RE | M-IV Pier 2620 LLC | [2019-03-29] | 25.5 M | 15.4 M |
| Offered $25,482,379 · Filed 2018-02-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,252,228 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | PV Homes LP | [2019-03-29] | 34.8 M | 103.9 M |
| Offered $34,800,000 · Filed 2018-05-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | M-IV Lomita LLC | [2017-03-31] | 25.8 M | 2.2 M |
| Offered $25,750,000 · Filed 2017-04-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,200,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | MREM Westport-HS LLC | [2017-03-31] | 1.2 M | 3.4 M |
| Offered $1,250,000 · Filed 2016-12-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | RC 2015-II Investors LP | [2016-06-06] | 3.0 M | 3.8 M |
| Filed 2016-02-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | RC 2015-I Investors LP | [2016-06-06] | 11.6 M | 12.8 M |
| Filed 2018-07-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | RC 2016-I Investors LP | [2016-06-06] | 5.0 M | 6.3 M |
| Filed 2017-07-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | MREM Fairway Investors LLC | [2016-03-29] | 5.8 M | 1.6 M |
| Filed 2016-01-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Mariner Real Estate Partners IV A LLC | [2015-03-30] | 13.0 M | 5.4 M |
| Offered $300,000,000 · Filed 2016-08-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $287,005,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mariner Real Estate Partners IV LLC | [2015-03-30] | 129.6 M | 59.4 M |
| Offered $300,000,000 · Filed 2016-08-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $170,390,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mariner Residential Recovery Fund LLC | [2015-03-30] | 35.0 M | 98.4 M |
| Offered $35,050,000 · Filed 2017-03-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | M-CMBS OPP Fund LLC | [2015-03-30] | 23.4 M | 0.2 M |
| Filed 2016-01-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | MREM BOT Holdings LLC | [2015-03-30] | 8.5 M | 17.1 M |
| Filed 2016-01-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mariner Residential Recovery Fund A LLC | [2014-03-28] | 22.3 M | 44.1 M |
| Filed 2016-01-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mariner Real Estate Partners III B LLC | [2013-03-25] | 8.4 M | 0.1 M |
| Offered $300,000,000 · Filed 2013-08-07 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining $291,558,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mariner Real Estate Partners III A LLC | [2011-12-07] | 50.5 M | 0.1 M |
| Offered $250,000,000 · Filed 2011-07-14 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining $199,500,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | Mariner Real Estate Partners III LLC | [2011-12-07] | 50.5 M | 0.5 M |
| Offered $250,000,000 · Filed 2011-07-14 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining $199,500,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | Mariner Real Estate Partners II LLC | [2011-12-07] | 26.0 M | 2.8 M |
| Offered $28,000,000 · Filed 2010-09-10 (D/A) · Exemption 506 · Minimum $100,000 · Remaining $2,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mariner Real Estate Partners LLC | [2011-12-07] | 48.6 M | 4.4 M |
| Offered $100,000,000 · Filed 2010-09-08 (D) · Exemption 506 · Minimum $100,000 · Remaining $51,353,536 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 |
|---|
| 38 people file Form D offerings alongside this firm's people. |
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