PLATFORM INVESTMENTS, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$59.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 159261
Registered since: January 5, 2012
Website: www.platformv.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Platform Investments, LLC is a real-estate-focused adviser that manages pooled investment vehicles for institutional clients. Registered with the SEC in 2012 and structured as an LLC, the firm serves as sponsor, general partner and managing member on pooled real estate vehicles while also providing portfolio management for those funds. Its business model centers on running multiple private real estate funds and deploying capital into direct real estate exposures and REIT positions rather than separate-account wealth management. The firm’s client base is institutional, and its fee arrangements include percentage-of-AUM fees alongside fixed fees, performance-based fees and other fee structures. Platform Investments, LLC does not identify as an active ESG investor and operates primarily at the state level rather than as a multi-state adviser.