Form D · Private Equity Fund

Platform RES V BFR Co-Invest II, LLC

Kansas City, MO · CIK 0001937421

Offering snapshot reported Jul 13, 2022 · SEC filing

Reported sold
$42.1M
Offering amount: $45M
Investors reported
7
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 30, 2022
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
Jul 13, 2022Initial$42,100,000No comparison7SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$421K (estimated)
Finders' fees
$0
Form D file number
021-452230

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
RC Private Securities, LLC310351RC Private Securities, LLC · CRD 310351

Source: Form D, filed Jul 13, 2022. 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 RES V BFR CO-INVEST II, LLC

Investment adviser: PLATFORM INVESTMENTS, LLC

Gross asset value
$21M
Beneficial owners
7
ADV minimum commitment
$100K

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

Service providers

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 BUSEY BANK CHAMPAIGN, 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

Filing source

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8239593914

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
Ryan Anderson Director, Executive
Terrence Anderson Director, Executive
Corey Biggs Director
. Platform Bfr Participation Plan, Llc Executive
. Platform Investments, 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