# Platinum Equity Advisors, LLC

> 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.

- CRD: 161491
- Filed as: PLATINUM EQUITY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161491
- AdvisorCensus page: https://advisorcensus.com/firm/platinum-equity-advisors-llc-beverly-hills-ca-161491

## Quick answers

**How is Platinum Equity Advisors, LLC compensated?**
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.

**Where is Platinum Equity Advisors, LLC located?**
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).

**Is Platinum Equity Advisors, LLC registered with the SEC or a state?**
Platinum Equity Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161491.

**How much does Platinum Equity Advisors, LLC manage?**
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).

**How have Platinum Equity Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Platinum Equity Advisors, LLC serve?**
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).

**Does Platinum Equity Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Platinum Equity Advisors, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $47,724,299,453
- Discretionary: $47,562,908,744
- Non-discretionary: $161,390,709

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 149 | $47,562,908,744 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | 1 | $161,390,709 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 253 total, 181 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, MA
- Disclosures (Item 11): Reports 8 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?
- 11.D(1): 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?
- 11.D(2): 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?
- 11.D(3): 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?
- 11.D(4): 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?
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161491

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Dedham, MA
- Greenwich, CT
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- platinumequity.com
- vimeo.com/platinumequity
- LinkedIn @platinum-equity
- X @PLATINUMEQUITY
- YouTube @UCuKofwAqEJ7GYBtJJ23jWwA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $25,645,119,342 | 231 | June 18, 2021 |
| October 2022 | $36,226,452,569 | 231 | July 22, 2022 |
| October 2023 | $47,642,446,510 | 219 | May 26, 2023 |
| October 2024 | $48,377,629,268 | 253 | May 21, 2024 |
| October 2025 | $49,710,625,624 | 257 | May 29, 2025 |
| October 2026 | $47,724,299,453 | 253 | May 15, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Platinum Equity Advisors, LLC (CRD 161491): Form ADV filing data as of October 2026.