Investment adviser · CRD 167700

PLATFORM ADVISOR, LLC

WILMINGTON, DE, United States · Form ADV filed Jun 4, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

22,277 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

GE-1221 FUND II, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-3503794536
Reported beneficial owners
18
Minimum commitment
$500
Form D file number
021-538578

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ME-0503 FUND I, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-3972813285
Reported beneficial owners
11
Minimum commitment
$1K
Form D file number
021-484024

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

W20, A SERIES OF CHRIS GOLDA INVESTMENTS, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-9977747650
Reported beneficial owners
151
Minimum commitment
$4K
Form D file number
021-362772

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

UN-0222 FUND II, A SERIES OF SCHNITZEL CAPITAL AL, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-4472989985
Reported beneficial owners
18
Minimum commitment
$1K
Form D file number
021-543256

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

IN FUND I, A SERIES OF ANGELLIST OMNIBUS II, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-7151682167
Reported beneficial owners
10
Minimum commitment
$5K
Form D file number
021-363800

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

MU FUND I, A SERIES OF ALLISON PICKENS VENTURES, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-3103234843
Reported beneficial owners
21
Minimum commitment
$1K
Form D file number
021-373404

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

PH FUND I, A SERIES OF FLUCAS VENTURES, LPVenture Capital Fund$1.63MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-8362157616
Reported beneficial owners
90
Minimum commitment
$1K
Form D file number
021-408619

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1)

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

Filing history · 5 annual filings

Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

301 N. MARKET STREET
WILMINGTON, DE, 19801, United States

CRD 167700

Filing source

Form ADV 2107248 · Jun 4, 2026 · Items 1 & 5

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.