PLATINUM EQUITY ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$47.7B
Discretionary
$47.6B
100% of AUM
Avg account
$318M
Accounts
150
Employees
253
Advisory reps
5

Firm details

Headquarters
Beverly Hills, California
CRD number
161491
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.66%
  • Other Investment Advisers0.34%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Platinum Equity Advisors, LLC is an independent registered investment adviser and capital allocator that serves institutional clients. The firm is structured as an LLC and has been SEC-registered since 2012. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it is also identified as a CPO/CTA. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm signals an active approach to ESG considerations and operates primarily as a manager and sponsor of pooled vehicles rather than a retail RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • MARY SIGLER

    Partner & Chief Financial OfficerCRD 6028836

  • Ty Renbarger

    Chief Financial OfficerCRD 8049353

  • Melissa Lawson

    Principal And Chief Compliance OfficerCRD 3014548

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Contacts

1 of 1
  • John Holland

    Managing Director, General CounselCRD 7521526

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
360 N Cres Dr Bldg
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth