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| Platform Investments LLC
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| |
|---|---|
| CRD # | 159261 |
| SEC # | 801-72953 |
| CIK # | 0001570702, 0000147318 |
| AUM | $1.5 BB (2024-03-29) |
| Employees | 38 (24% Investors, 8% Brokers) |
| Phone | 816-285-3872 |
| Address | 1511 Baltimore Avenue Kansas City, MO 64108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Botts 150 Holdings LLC | [2024-03-29] | 20.2 | 30.0 |
| RE | Platform RES V BFR Co-Invest II LLC | [2023-03-31] | 42.1 | 45.1 |
| RE | Platform RES V BFR Co-Invest LLC | [2023-03-31] | 20.0 | 22.0 |
| RE | Platform Texas Fund I LLC | [2023-03-31] | 150.0 | 191.6 |
| RE | PV Select VCS Holdings LLC | [2023-03-31] | 3.9 | 5.2 |
| RE | Botts 150 LLC | 2022-03-31 | 38.1 | |
| RE | PV RES V Feeder LLC | [2022-03-31] | 4.6 | 4.5 |
| RE | PV RES V VCS Holdings Investors LLC | [2022-03-31] | 93.0 | 119.6 |
| RE | PV-V RC 3240 Wilshire Boulevard LLC | [2022-03-31] | 12.0 | 11.0 |
| RE | Platform I QOZB - Student Housing II LLC | [2021-03-31] | 0.8 | 4.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 31 | 1,475.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 1,475.5 |
| By Discretionary | ||
| Discretionary | 31 | 1,475.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 1,475.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,475.5 | |
| Total | 31 | 1,475.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13D | [0001570702] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Praedium Group LLC
✚
|
NY | 1.6 |
|
Marcus Partners LLC
✚
|
MA | 1.6 |
|
Penwood Real Estate Investment Management LLC
✚
|
CT | 1.6 |
|
Walker & Dunlop Investment Partners Inc
✚
|
CO | 1.6 |
|
Black Chamber Partners LLC
✚
|
DC | 1.6 |
|
DLJ Real Estate Capital Partners LLC
✚
|
NY | 1.4 |
|
Fillmore Capital Partners LLC
✚
|
OH | 1.4 |
|
Iron Point Partners LLC
✚
|
DC | 1.4 |
|
Green Cities Investment Management LLC
✚
|
OR | 1.3 |
|
Elion Partners LLC
✚
|
FL | 1.3 |