Platform Investments LLC

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Assets, Funds, Holdings

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Platform Investments LLC
CRD #159261
SEC #801-72953
CIK #0000147318, 0001570702
AUM 1,657.2 M (2026-03-31)
Employees 38 (21% Investors, 0% Brokers)
Phone816-285-3872
Address1511 Baltimore Avenue
Kansas City, MO 64108
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
17001360102068034002010201520212027
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
Terrance Anderson Executive Officer 17 2
Delaware Trust Company Executive Officer 16 2
William Freeman Executive Officer 10 2
PV Vcs LLC Executive Officer 7 2
Mariner Holdings LLC Executive Officer 5 2
Mariner Rep IV LLC Executive Officer 5 2
Bicknell Family Holding Company LLC Executive Officer 3 2
Mrem Texas Manager LLC Executive Officer 3 2
Gregory Steinberg Executive Officer 2 2
Mariner Real Estate Management LLC Executive Officer 12 1
Platform Oz GP I LLC Executive Officer 7 1
Stephen Lambright Jr Director, Executive Officer 6 1
Platform Res V LLC Executive Officer 5 1
Investment Manager Realtyclub Investment Advisors LLC Promoter 3 1
Braden Perry Executive Officer 2 1
Platform Bfr Participation Plan LLC Executive Officer 2 1
Bicknell Family Management Company Trust Executive Officer 2 1
Investment Manager Platform Investments LLC Promoter 2 1
1031 Xchange Trust Ii-Settlor LLC Executive Officer 1 1
General Partner RC 2015-I Investors GP LLC Promoter 1 1
PV Homes GP LLC Executive Officer 1 1
1031 Xchange Trust I-Manager LLC Executive Officer 1 1
Platform Rockhill Holdings LLC Executive Officer 1 1
Mrem Texas Manager LLC Executive Officer 1 1
1031 Xchange Trust Ii-Manager LLC Executive Officer 1 1
Platform Texas Manager I LLC Executive Officer 1 1
PV 48Th Place Fund Manager LLC Executive Officer 1 1
Sunplat Rockhill JV Manager LLC Executive Officer 1 1
PV Vcs LLC Executive Officer 1 1
1031 Xchange Trust I-Settlor LLC Executive Officer 1 1
PV 1031 Exchange Fund III Settlor LLC Executive Officer 1 1
Monarch XII LLC Executive Officer 1 1
Platform Oz GP II LLC Executive Officer 1 1
General Partner RC 2016-I Investors GP LLC Promoter 1 1
PV Housing Manager I LLC Executive Officer 1 1
PV 1031 Exchange Fund III Signatory Trustee LLC Executive Officer 1 1
General Partner RC 2015-Ii Investors GP LLC Promoter 1 1
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
ServesInstitutional
Fund TypesReal Estate
Related People Network
39 people file Form D offerings alongside this firm's people.
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