Platform Investments, LLC
● SEC registered since 2012CRD 159261SEC# 801-72953Kansas City, MO
Ranks #2,405 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.66B
Fund GAV
$1.31B
Private funds
28
Employees
38
Accounts
28
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 38 people. Platform Investments, LLC manages 28 private funds with combined gross assets of $1.3 billion, including Platform Ventures Real Estate Strategies V, LLC. By regulatory assets, it ranks 2,405 of 6,004 private fund managers.
Platform Investments, LLC private funds
28 funds · $1.31B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Platform Ventures Real Estate Strategies V, LLC | Real Estate | $152.7M | $100K |
| Pv Housing Fund I, LLC | Real Estate | $134M | $722K |
| Platform Texas Fund I, LLC | Real Estate | $125.2M | $150M |
See all 28 funds — unlock the full record.
Join to unlock · $37/moPlatform Investments, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey David Biggs Control | Director | Under 5% | 2018 |
| Eric John Gervais Control | Chief Compliance Officer | Under 5% | 2019 |
| Gregory Sean Steinberg Control | Director | Under 5% | 2018 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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 28 private funds with combined gross assets of $1.3 billion.
How many employees does Platform Investments, LLC have?
Platform Investments, LLC reports 38 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
| Address | 1511 Baltimore Avenue, Suite 300, Kansas City, MO 64108 |
| Phone | 816-285-3872 |
| Fax | 913-647-9735 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 147318 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.66B▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.66Bregulatory AUM
Discretionary $1.66B
Service providers
Auditor
Custodian
Administrator