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 a private equity investment manager and capital allocator focused on institutional clients. The firm is structured as an LLC and has been SEC-registered since 2012. Its business model centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs CPO/CTA activities. Fee arrangements include both a percentage of assets under management and performance-based fees. The firm identifies as an active ESG investor and functions in sponsor and GP roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • Mary Sigler

    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

    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

FINTRX

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