Form D · Private Equity Fund

Platform I QOZB Holdings - Student Housing II, LLC

Kansas City, MO · CIK 0001805647

Offering snapshot reported Aug 11, 2021 · SEC filing

Reported sold: $846K
Investors reported: 4
Minimum accepted: $250K
First sale: Feb 28, 2020

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 11, 2021	Amendment	$846,425	$0vs Mar 1, 2021	4	SEC filing
Mar 1, 2021	Amendment	$846,425	$500,001vs Mar 11, 2020	4	SEC filing
Mar 11, 2020	Initial	$346,424	No comparison	2	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-362583

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 - STUDENT HOUSING II, LLC.

Investment adviser: PLATFORM INVESTMENTS, LLC

Gross asset value: $10.5M
Beneficial owners: 7
ADV minimum commitment: $119K

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 ACADEMY BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No

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 805-8733018740

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Platform I QOZB Holdings - Student Housing, LLC	Aug 11, 2021	$2,096,425	6
Platform I QOZB Holdings - Student Housing II, LLC (this fund)	Aug 11, 2021	$846,425	4

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
Name	Reported role
Terrence 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