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PLATFORM INVESTMENTS, LLC

CRD 159261 · SEC 801-72953

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1511 BALTIMORE AVENUE, SUITE 300, KANSAS CITY, MO, 64108, United States

Phone

816-285-3872

Fax

913-647-9735

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.66B

Discretionary AUM

$1.66B

Team

38 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees; ACQUISITION FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles28$1.66B

States served

DE, MO

All web addresses on file

Official SEC filing: View on IAPD