Data / Investment advisers / Delaware / Platform Advisor, LLC
Platform Advisor, LLC, Wilmington, DE: exempt reporting adviser with 22,277 private funds
Platform Advisor, LLC is an exempt reporting adviser with its main office in Wilmington, Delaware and reports 22,277 private funds in its Form ADV filed June 4, 2026.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- Exempt reporting adviser
- CRD number
- 167700
- SEC file number
- 802-78135
- SEC status
- ERA, Active, effective May 23, 2013
- Main office
- 301 N. Market Street, Wilmington, DE 19801
- Phone
- (302) 472-9100
- Form of organization
- Limited Liability Company
- Private funds
- 22,277: 22,277 venture capital funds
- Gross assets of private funds
- $18,835,656,692
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Wilmington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wilmington Trust Investment Management | Wilmington | $140.8 million | Not listed | adviserinfo.sec.gov |
| Morningside Asset Management | Wilmington | $135.6 million | Not listed | adviserinfo.sec.gov |
| Benchmark Financial, LLC | Wilmington | $131.6 million | Not listed | adviserinfo.sec.gov |
| Stratfi | Wilmington | $115 million | Not listed | adviserinfo.sec.gov |
| Third Sigma Investment Advisors LLC | Wilmington | $98.8 million | Not listed | adviserinfo.sec.gov |
| General Global Capital LLC | Wilmington | Not listed | 25 | adviserinfo.sec.gov |
| Chartline Capital Partners | Wilmington | Not listed | 6 | adviserinfo.sec.gov |
| NFDG | Wilmington | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wilmington, DE
- Investment advisers in Delaware
- Advisers that manage private funds
- Platform Advisor, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.