Investment adviser · CRD 159261

PLATFORM INVESTMENTS, LLC

Investment adviser filing (IA)

KANSAS CITY, MO, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.66B
Form ADV · Item 5.F
Client accounts
28
Accounts, not individual clients
Employees
38
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles28$1,657,237,697100.0%
Filing source

Form ADV 2049387 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

39 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PLATFORM VENTURES REAL ESTATE STRATEGIES V, LLCReal Estate Fund · Last reported Mar 31, 2026$153MGross asset value

Form D fundraising filings

Platform Ventures Real Estate Strategies V, LLC

Feeder funds

Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian ENTERPRISE BANK & TRUST CLAYTON, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-2596031090
Reported beneficial owners
29
Minimum commitment
$100K
Form D file number
021-350861

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PV HOUSING FUND I, LLCReal Estate Fund · Last reported Mar 31, 2026$134MGross asset value

Form D fundraising filings

PV Housing Fund I, LLC

Feeder funds

Fund administrator MUFG INVESTOR SERVICES MISSISSAUGA, Canada Investor statements: No (provided to no investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-1724814791
Reported beneficial owners
31
Minimum commitment
$722K
Form D file number
021-513238

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PLATFORM TEXAS FUND I, LLCReal Estate Fund · Last reported Mar 31, 2026$125MGross asset value

Form D fundraising filings

Platform Texas Fund I, LLC

Fund administrator MUFG INVESTOR SERVICES MISSISSAUGA, Canada Investor statements: No (provided to no investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian UMB BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-7335451076
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-456206

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARINER RESIDENTIAL RECOVERY FUND, LLCReal Estate Fund · Last reported Mar 31, 2026$98.4MGross asset value

Form D fundraising filings

Mariner Residential Recovery Fund, LLC

Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian INTERNATIONAL BANK OF COMMERCE AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-6373256922
Reported beneficial owners
26
Minimum commitment
$100K
Form D file number
021-282053

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PV - V LENDING - FC, LLCReal Estate Fund · Last reported Mar 31, 2026$84.2MGross asset value
Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian ENTERPRISE BANK & TRUST CLAYTON, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-3112725570
Reported beneficial owners
81
Minimum commitment
$8.2M

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MARINER REAL ESTATE PARTNERS IV, LLCReal Estate Fund · Last reported Mar 31, 2026$59.4MGross asset value

Form D fundraising filings

Mariner Real Estate Partners IV, LLC

Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-6446080905
Reported beneficial owners
64
Minimum commitment
$100K
Form D file number
021-227181

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PLATFORM I QOZB HOLDINGS - RG INDUSTRIAL, LLCReal Estate Fund · Last reported Mar 31, 2026$58.7MGross asset value

Form D fundraising filings

Platform I QOZB Holdings - RG Industrial, LLC

Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Fund details & source
Fund ID
805-6586254342
Reported beneficial owners
12
Minimum commitment
$80K
Form D file number
021-356740

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1511 BALTIMORE AVENUE, SUITE 300
KANSAS CITY, MO, 64108, United States

CRD 159261

Filing source

Form ADV 2049387 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.