# Platform Investments, LLC

> Platform Investments, LLC is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 159261
- Filed as: PLATFORM INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159261
- AdvisorCensus page: https://advisorcensus.com/firm/platform-investments-llc-kansas-city-mo-159261

## Quick answers

**How is Platform Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Platform Investments, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

**How much does Platform Investments, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it); Flat fee: $390,000 (acquisition fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Platform Investments, LLC located?**
Platform Investments, LLC's principal office is in Kansas City, MO, according to its Form ADV.

**Is Platform Investments, LLC registered with the SEC or a state?**
Platform Investments, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159261.

**How much does Platform Investments, LLC manage?**
Platform Investments, LLC reports $1,657,237,697 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Platform Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Platform Investments, LLC: Regulatory assets under management: $753,463,714 in the October 2021 data and $1,657,237,697 in the October 2026 data, up 120%. Total employees: 40 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Platform Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (28).

**Does Platform Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159261

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it)

> these Funds each pay to Platform an annual management fee ranging from 0.75% to 2% per annum, as described in each Funds’ offering documents

- Flat fee: $390,000 (acquisition fee)

> With regard to 3240 Wilshire, the Managing Entity is entitled to a one-time acquisition fee of $390,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,657,237,697
- Discretionary: $1,657,237,697
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 28 | $1,657,237,697 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 38 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [platformv.com](https://platformv.com)
- Facebook @PLATFORMVENTURES
- LinkedIn @PLATFORM-VENTURES
- X @PLATFORM_VE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $753,463,714 | 40 | June 21, 2021 |
| October 2022 | $1,072,122,156 | 40 | May 2, 2022 |
| October 2023 | $1,299,146,403 | 38 | June 12, 2023 |
| October 2024 | $1,475,546,984 | 38 | March 29, 2024 |
| October 2025 | $1,668,091,515 | 40 | March 31, 2025 |
| October 2026 | $1,657,237,697 | 38 | March 31, 2026 |

Regulatory assets under management: $753,463,714 in the October 2021 data and $1,657,237,697 in the October 2026 data, up 120%.
Total employees: 40 in October 2021 and 38 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Platform Investments, LLC (CRD 159261): Form ADV filing data as of October 2026.