Platform Investments, LLC
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 159261
- Registered since
- January 5, 2012
- Website
- www.platformv.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Platform Investments, LLC is organized as a limited liability company that operates as a manager of pooled real estate vehicles. The firm is registered with the SEC (registered in 2012) and serves institutional clients, acting in sponsor and general partner capacities on its pooled products. Its advisory activity centers on portfolio management for pooled investment vehicles rather than individual wealth advisory. Fee arrangements across its products include asset-based charges, fixed fees and performance-based components.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 1511 Baltimore Ave
- Time zone
- CT (UTC-6)
- Office locations
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