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Platform Investments, LLC

● SEC registered since 2012CRD 159261SEC# 801-72953Kansas City, MO
Export (members)
Ranks #2,096 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.67B
Fund GAV
$1.43B
Private funds
32
Employees
40
Accounts
32
Location
Kansas City, MO

Platform Investments, LLC assets under management

Platform Investments, LLC is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2012. It reports $1.7 billion in regulatory assets under management and employs 40 people. Platform Investments, LLC manages 32 private funds with combined gross assets of $1.4 billion, including Platform Ventures Real Estate Strategies V, LLC. By regulatory assets, it ranks 2,096 of 5,911 private fund managers.

Platform Investments, LLC private funds

32 funds · $1.43B GAV
FundTypeGross assetsMin.
Platform Ventures Real Estate Strategies V, LLCReal Estate$180.7M$100K
Pv Housing Fund I, LLCReal Estate$150.8M$722K
Platform Texas Fund I, LLCReal Estate$146.2M$150M
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Platform Investments, LLC owners & executives

13 reported
NameTitleOwnershipSince
Corey David Biggs ControlDirectorUnder 5%2018
Eric John Gervais ControlChief Compliance OfficerUnder 5%2019
Gregory Sean Steinberg ControlChief Legal OfficerUnder 5%2018
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Frequently asked questions

How much does Platform Investments, LLC manage?

Platform Investments, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Platform Investments, LLC manage?

Platform Investments, LLC manages 32 private funds with combined gross assets of $1.4 billion.

How many employees does Platform Investments, LLC have?

Platform Investments, LLC reports 40 employees.

Where is Platform Investments, LLC located?

Platform Investments, LLC is based in Kansas City, MO and has been SEC-registered since 2012.

Does Platform Investments, LLC disclose fund performance?

Platform Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1511 Baltimore Avenue, Suite 300, Kansas City, MO 64108
Phone816-285-3872
Fax913-647-9735
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK147318
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$1.67B
Non-discretionary$0
Total (RAUM)$1.67B