Form D · Private Equity Fund

Platform I QOZB Holdings - RG Industrial, LLC

Kansas City, MO · CIK 0001797447

Offering snapshot reported Aug 11, 2021 · SEC filing

Reported sold
$8.58M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 11, 2021Amendment$8,580,000No comparisonNot reportedSEC filing
Dec 18, 2020Amendment$7,080,000$6,830,000vs Dec 31, 20196SEC filing
Dec 31, 2019Initial$250,000No comparison1SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-356740

Source: Form D, filed Aug 11, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PLATFORM I QOZB HOLDINGS - RG INDUSTRIAL, LLC

Investment adviser: PLATFORM INVESTMENTS, LLC

Gross asset value
$58.7M
Beneficial owners
12
ADV minimum commitment
$80K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6586254342

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Terrance Anderson Director, Executive
Ryan Anderson Director, Executive
Corey Biggs Director
. Platform Investments, Llc Executive
. Platform Oz Gp I, Llc Executive
. Platform Ventures, Llc Executive
Kyle Siner Director, Executive
Greg Steinberg Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1511 Baltimore Avenue Suite 300
Kansas City, MO, 64108