The PLATFORM INVESTMENTS is a privately held investment adviser that advises $1.66Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. PLATFORM INVESTMENTS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 101.72% over the last 5-years.
The Group has been registered with the SEC for 14.58 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 1511 BALTIMORE AVENUE SUITE 300, KANSAS CITY, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 38 employees comprised of 8 investment and 30 non-investment staff. The total number of Employees decreased by 5% over the last 5-years.
Their $1.66Bn in assets advised are owned by 28 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.66Bn or 100% of Total Assets.
The Group's top investment strategies include Real Estate, FI/Credit - Lending and Opportunity Zones, representing 86.05%, 7.25% and 6.71% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 6 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 19 private funds with $692.32mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
PLATFORM INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.