# Platte River Equity

> Platte River Equity is an SEC-registered investment advisory firm in Denver, CO, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 160667
- Filed as: PLATTE RIVER EQUITY
- Legal name: PRV Management, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160667
- AdvisorCensus page: https://advisorcensus.com/firm/platte-river-equity-denver-co-160667

## Quick answers

**How is Platte River Equity compensated?**
On its Form ADV (Item 5.E, October 2026), Platte River Equity reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Platte River Equity located?**
Platte River Equity's principal office is in Denver, CO, according to its Form ADV.

**Is Platte River Equity registered with the SEC or a state?**
Platte River Equity is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160667.

**How much does Platte River Equity manage?**
Platte River Equity reports $1,502,670,828 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Platte River Equity's assets and staff changed since 2021?**
In the Form ADV data for Platte River Equity: Regulatory assets under management: $838,997,520 in the October 2021 data and $1,502,670,828 in the October 2026 data, up 79%. Total employees: 24 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Platte River Equity serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).

**Does Platte River Equity 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/160667

**What changed in Platte River Equity's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 20. Regulatory assets under management went from $1,361,557,995 to $1,502,670,828 (+10%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,502,670,828
- Discretionary: $1,502,670,828
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $1,502,670,828 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 22 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- platteriverequity.com
- LinkedIn @platte-river-equity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $838,997,520 | 24 | March 23, 2021 |
| October 2022 | $980,045,356 | 25 | August 11, 2022 |
| October 2023 | $984,648,727 | 25 | September 27, 2023 |
| October 2024 | $1,373,311,333 | 23 | March 29, 2024 |
| October 2025 | $1,361,557,995 | 25 | March 27, 2025 |
| October 2026 | $1,502,670,828 | 22 | March 27, 2026 |

Regulatory assets under management: $838,997,520 in the October 2021 data and $1,502,670,828 in the October 2026 data, up 79%.
Total employees: 24 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 20.
- Regulatory assets under management went from $1,361,557,995 to $1,502,670,828 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Platte River Equity (CRD 160667): Form ADV filing data as of October 2026.