{
  "crd_number": 161491,
  "slug": "platinum-equity-advisors-llc-beverly-hills-ca-161491",
  "primary_business_name": "PLATINUM EQUITY ADVISORS, LLC",
  "legal_name": "PLATINUM EQUITY ADVISORS, LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 47724299453.0,
  "raum_discretionary": 47562908744.0,
  "raum_non_discretionary": 161390709.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 253,
  "advisory_employees": 181,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 0.0,
      "count": null
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 161390709.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null
    },
    "pooled_investment_vehicles": {
      "raum": 47562908744.0,
      "count": 149
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 8,
  "states_registered": [
    "CA",
    "CT",
    "MA"
  ],
  "websites": [
    "https://linkedin.com/company/platinum-equity",
    "https://platinumequity.com",
    "https://vimeo.com/platinumequity",
    "https://x.com/PLATINUMEQUITY",
    "https://youtube.com/channel/UCuKofwAqEJ7GYBtJJ23jWwA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161491",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/platinum-equity-advisors-llc-beverly-hills-ca-161491",
  "display_name": "Platinum Equity Advisors, LLC",
  "summary": "Platinum Equity Advisors, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. Platinum Equity Advisors, LLC (CRD 161491): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Platinum Equity Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Platinum Equity Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Platinum Equity Advisors, LLC located?",
      "a": "Platinum Equity Advisors, LLC's principal office is in Beverly Hills, CA, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Platinum Equity Advisors, LLC registered with the SEC or a state?",
      "a": "Platinum Equity Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161491."
    },
    {
      "q": "How much does Platinum Equity Advisors, LLC manage?",
      "a": "Platinum Equity Advisors, LLC reports $47,724,299,453 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Platinum Equity Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Platinum Equity Advisors, LLC: Regulatory assets under management: $25,645,119,342 in the October 2021 data and $47,724,299,453 in the October 2026 data, up 86%. Total employees: 231 in October 2021 and 253 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Platinum Equity Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (149); other investment advisers (1)."
    },
    {
      "q": "Does Platinum Equity Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 8 disclosure items on Form ADV Item 11: yes answers to 8 questions about regulatory matters (11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(2), 11.D(3), 11.D(4), 11.D(5)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161491"
    },
    {
      "q": "What changed in Platinum Equity Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 8 yes answers, previously 3 (now yes: 11.D(1), 11.D(2), 11.D(3), 11.D(4), 11.D(5)). Employees performing advisory functions went from 187 to 181. Added an office in New York, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 25645119342.0,
      "total_employees": 231,
      "filing_date": "2021-06-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 36226452569.0,
      "total_employees": 231,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 47642446510.0,
      "total_employees": 219,
      "filing_date": "2023-05-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 48377629268.0,
      "total_employees": 253,
      "filing_date": "2024-05-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 49710625624.0,
      "total_employees": 257,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 47724299453.0,
      "total_employees": 253,
      "filing_date": "2026-05-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 8 yes answers, previously 3 (now yes: 11.D(1), 11.D(2), 11.D(3), 11.D(4), 11.D(5)).",
        "Employees performing advisory functions went from 187 to 181.",
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/platinum-equity-advisors-llc-beverly-hills-ca-161491.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 149,
      "fewer_than_5": false,
      "raum": 47562908744.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 161390709.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 8 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161491",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}