Platform Investments, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 159261
· SEC file 801-72953
· Kansas City, MO
· TWITTER.COM
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 28
- Avg AUM / client
- $59.2M
- Accounts
- 28
- Employees
- 38
AUM over time
$140M
$1.7B
Dec 7, 2011
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 28 | $1.7B | 100.0% |
Private funds (31)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Platform Texas Fund I, Llc | Real Estate Fund | Delaware | $192M | 1 |
| Platform Ventures Real Estate Strategies V, Llc master | Real Estate Fund | Delaware | $182M | 29 |
| Pv Res V Vcs Holdings Investors, Llc feeder | Real Estate Fund | Delaware | $120M | 16 |
| Pv Homes, Lp | Real Estate Fund | Delaware | $104M | 22 |
| Mariner Residential Recovery Fund, Llc | Real Estate Fund | Delaware | $79.4M | 27 |
| Pv V Lending Fc, Llc | Real Estate Fund | Delaware | $64.4M | 80 |
| Mariner Real Estate Partners Iv, Llc | Real Estate Fund | Delaware | $60.8M | 64 |
| Platform Ventures Real Estate Strategies V B, Llc | Real Estate Fund | Delaware | $58.9M | 39 |
| Platform I Qozb Holdings Rg Industrial, Llc | Real Estate Fund | Delaware | $58.8M | 12 |
| Platform Res V Bfr Co Invest Ii, Llc feeder | Real Estate Fund | Delaware | $45.1M | 7 |
| Platform Ventures Opportunity Zone Fund I, Lp | Real Estate Fund | Delaware | $42.8M | 81 |
| Botts 150 Llc master | Real Estate Fund | Delaware | $38.1M | 4 |
| Pv 1031 Exchange Fund Iii | Real Estate Fund | Delaware | $33.4M | 47 |
| Botts 150 Holdings, Llc feeder | Real Estate Fund | Delaware | $30.0M | 3 |
| Platform I Qozb Holdings Student Housing, Llc | Real Estate Fund | Delaware | $28.4M | 10 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Ryan, Kielty | Co President & Director | Jul 2008 (18y) | ≈ 28.13% – 75% via Abts Holdings, Llc | |
| Anderson, Terrence, Daniel | Co President & Director | Jul 2008 (18y) | ≈ 28.13% – 75% via Abts Holdings, Llc | |
| Siner, Kyle, Nicholas | Chief Financial Officer | Sep 2010 (16y) | Less than 5% | |
| Blanding, Todd, Robert | Chief Investment Officer | May 2015 (11y) | Less than 5% | |
| Steinberg, Gregory, Sean | Chief Legal Officer | Mar 2018 (8y) | Less than 5% | |
| Biggs, Corey, David | Director | Oct 2018 (8y) | Less than 5% | |
| Gervais, Eric, John | Chief Compliance Officer | Oct 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Platform Ventures, Llc | Managing Member | Jun 2017 | A | 75% or more |
| Abts Holdings, Llc | Owner | May 2017 | B | ≈ 56.25% – 100% via Platform Ventures, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Anderson, Ryan, Kielty: 50% – 75% of Abts Holdings, Llc × 75% – 100% of Platform Ventures, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Anderson, Terrence, Daniel: 50% – 75% of Abts Holdings, Llc × 75% – 100% of Platform Ventures, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Abts Holdings, Llc: 75% – 100% of Platform Ventures, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (31, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Platform Texas Fund I, Llc | Real Estate Fund | $192M | $150M | 1 |
| Platform Ventures Real Estate Strategies V, Llc | Real Estate Fund | $182M | $100K | 29 |
| Pv Res V Vcs Holdings Investors, Llc | Real Estate Fund | $120M | $1.5M | 16 |
| Pv Homes, Lp | Real Estate Fund | $104M | $250K | 22 |
| Mariner Residential Recovery Fund, Llc | Real Estate Fund | $79.4M | $100K | 27 |
| Pv V Lending Fc, Llc | Real Estate Fund | $64.4M | $8.2M | 80 |
| Mariner Real Estate Partners Iv, Llc | Real Estate Fund | $60.8M | $100K | 64 |
| Platform Ventures Real Estate Strategies V B, Llc | Real Estate Fund | $58.9M | $79.2K | 39 |
| Platform I Qozb Holdings Rg Industrial, Llc | Real Estate Fund | $58.8M | $80.0K | 12 |
| Platform Res V Bfr Co Invest Ii, Llc | Real Estate Fund | $45.1M | $100K | 7 |
| Platform Ventures Opportunity Zone Fund I, Lp | Real Estate Fund | $42.8M | $100K | 81 |
| Botts 150 Llc | Real Estate Fund | $38.1M | $1.0K | 4 |
| Pv 1031 Exchange Fund Iii | Real Estate Fund | $33.4M | $32.0K | 47 |
| Botts 150 Holdings, Llc | Real Estate Fund | $30.0M | $789K | 3 |
| Platform I Qozb Holdings Student Housing, Llc | Real Estate Fund | $28.4M | $146K | 10 |
| Platform Res V Bfr Co Invest, Llc | Real Estate Fund | $22.0M | $3.0M | 12 |
| Platform Ventures Real Estate Strategies V A, Llc | Real Estate Fund | $21.4M | $100K | 6 |
| Mrem Bot Holdings, Llc | Real Estate Fund | $20.4M | $100K | 40 |
| Rc 2016 I Investors, L.P. | Real Estate Fund | $12.6M | $10.0K | 39 |
| Platform Ventures Opportunity Zone Fund I C, Lp | Real Estate Fund | $11.9M | $18.9K | 30 |
| Pv 48 Th Place Investors, Llc | Real Estate Fund | $11.2M | $100K | 13 |
| Pv V Rc 3240 Wilshire Boulevard, Llc | Real Estate Fund | $11.0M | $100K | 51 |
| Platform Ventures Opportunity Zone Fund I A, Lp | Real Estate Fund | $8.4M | $25.0K | 30 |
| Sunplat Rockhill Jv, Llc | Real Estate Fund | $8.0M | $100K | 15 |
| Rc 2015 Ii Investors, L.P. | Real Estate Fund | $7.9M | $100K | 4 |
Top 25 of 31 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ACQUISITION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗