Data / Investment advisers / Missouri / Platform Investments, LLC
Platform Investments, LLC, Kansas City, MO: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Platform Investments, LLC is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $1.7 billion in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 28 private funds.
The request: Watch Platform Investments, LLC (CRD number 159261): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 159261
- SEC file number
- 801-72953
- SEC status
- Approved, effective January 5, 2012
- Main office
- 1511 Baltimore Avenue Suite 300, Kansas City, MO 64108
- Phone
- (816) 285-3872
- Regulatory AUM
- $1,657,237,697 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $1,657,237,697
- Accounts
- 28
- Employees
- 38, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 28: 28 real estate funds
- Gross assets of private funds
- $1,313,196,917
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 28 | $1.66 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.66 billion | March 31, 2026 |
| December 1, 2025 | $1.67 billion | March 31, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prairie Capital Management Group, LLC | Kansas City | $7.13 billion | 41 | adviserinfo.sec.gov |
| Five Elms Capital | Kansas City | $3.12 billion | 23 | adviserinfo.sec.gov |
| Commerce Investment Advisors, Inc. | Kansas City | $2.54 billion | Not listed | adviserinfo.sec.gov |
| American Century Investments Private Client Group, Inc. | Kansas City | $2.33 billion | Not listed | adviserinfo.sec.gov |
| Atwood & Palmer, Inc. | Kansas City | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Pandi, LLC | Kansas City | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Platform Investments, LLC on the SEC's adviser search
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.