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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Kansas City, MO HQ: Kansas City, MO

Platform Investments, LLC

$2.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($1.05B parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$1.05B
Total AUM: $2.1B
Median Disclosed Amount
$64.4M
Range: $38.1M – $191.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 2 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Platform Investments, LLC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Platform Texas Fund I, LLCAdviser 7.B Vehicle Fund of Funds 2024
$191.6M
Adviser-managed fund GAV · As of March 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Platform Ventures Real Estate Strategies V, LLCAdviser 7.B Vehicle Fund of Funds 2024
$181.6M
Adviser-managed fund GAV · As of March 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Pv Res V Vcs Holdings Investors, LLCAdviser 7.B Vehicle Fund of Funds 2024
$119.6M
Adviser-managed fund GAV · As of March 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Pv Homes, LPAdviser 7.B Vehicle Real Estate 2024
$104.0M
Adviser-managed fund GAV · As of March 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Mariner Residential Recovery Fund, LLCAdviser 7.B Vehicle Real Estate 2024
$79.4M
Adviser-managed fund GAV · As of March 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Platform Investments, LLC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Platform Investments, LLC

You are viewing 5 open public preview records (out of 12 total tracked records for Platform Investments, LLC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Disclosed fund performance & as-of reporting schedules
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by Platform Investments, LLC

Frequently Asked Questions: Platform Investments, LLC

What type of institutional allocator is Platform Investments, LLC and what is their typical disclosed ticket size?

Platform Investments, LLC is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Kansas City, MO; Headquarters: Kansas City, MO). Across 12 historical disclosure records tracked on Prilago ($1.05B total parsed USD across disclosed rows), the median disclosed amount is $64.4M (range: $38.1M to $191.6M).

Which private-market strategies appear in Platform Investments, LLC's public disclosures?

Platform Investments, LLC has disclosed records across Fund of Funds, Real Estate. Open preview records include Platform Texas Fund I, LLC (2024 Vintage), Platform Ventures Real Estate Strategies V, LLC (2024 Vintage), Pv Res V Vcs Holdings Investors, LLC (2024 Vintage), Pv Homes, LP (2024 Vintage).

How are Platform Investments, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Platform Investments, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Platform Investments, LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/platform-investments-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

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