Platinum Equity Advisors, Llc
- Regulatory AUM
- $47.7B
- Discretionary
- $47.6B
- Clients
- 150
- Avg AUM / client
- $318M
- Accounts
- 150
- Employees
- 253
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 149 | $47.6B | 99.7% |
| Other investment advisers | 1 | $161M | 0.34% |
Private funds (131)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $48.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Platinum Equity Capital Partners V, L.P. | Private Equity Fund | Delaware | $15.4B | 257 |
| Platinum Equity Capital Partners Vi, L.P. master | Private Equity Fund | Delaware | $11.7B | 520 |
| Platinum Equity Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $7.0B | 285 |
| Platinum Equity Small Cap Fund, L.P. | Private Equity Fund | Delaware | $2.4B | 107 |
| Platinum Equity Imola Co Investors Holdings, L.P. | Private Equity Fund | Delaware | $2.3B | 81 |
| Platinum Equity Olympus Co Investors (Cayman), L.P. | Private Equity Fund | Cayman Islands | $1.5B | 47 |
| Platinum Equity Mav Co Investors, L.P. | Private Equity Fund | Delaware | $917M | 16 |
| Platinum Equity Diamond Co Investors (Cayman), L.P. | Private Equity Fund | Cayman Islands | $758M | 69 |
| Platinum Equity Continuation Fund, L.P. | Private Equity Fund | Delaware | $654M | 76 |
| Platinum Equity Luna Co Investors Offshore (Cayman), L.P. | Private Equity Fund | Cayman Islands | $484M | 17 |
| Platinum Equity Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $474M | 127 |
| Platinum Imola Principals Ii, Llc | Private Equity Fund | Delaware | $370M | 18 |
| Pecp V Pn Co Investment, L.P. | Private Equity Fund | Cayman Islands | $328M | 1 |
| Pecp Vi C Co Investment (Cayman), L.P. | Private Equity Fund | Cayman Islands | $303M | 1 |
| Platinum Credit Opportunities Fund, L.P. master | Private Equity Fund | Delaware | $259M | 64 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gores, Holly, C. | Trustee | Jan 1999 (28y) | GP / trustee / elected manager of Gores Trust Dated January 26, 1999, As Amended (indirect) | |
| Gores, T., Tom | Chairman / Ceo | Oct 2003 (23y) | Less than 5% | |
| Sigler, Mary, Ann | Evp / Cfo / Treasurer / Chief Compliance Officer | Sep 2006 (20y) | Less than 5% | |
| Locklin, Richard, Jackson | Trustee | Dec 2010 (16y) | GP / trustee / elected manager of Gores 2003 Investment Trust (indirect) | |
| Holland, John, Gerald | General Counsel And Secretary | Apr 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Platinum Equity Advisors Holdings, Llc | Member | Dec 2017 | A | 50% – 75% |
| Gores 2003 Investment Trust | Member | Oct 2003 | A | 10% – 25% |
| Dyal Capital Partners Post Advisor (De) Aggregator Lp | Member | Jun 2018 | A | 10% – 25% |
| Platinum Equity, Llc | Member | Mar 2003 | B | ≈ 28.13% – 75% via Platinum Equity Investment Holdings, Llc |
| Gores Trust Dated January 26, 1999, As Amended | Member | Sep 2003 | B | ≈ 21.09% – 75% via Platinum Equity, Llc |
| Platinum Equity Investment Holdings, Llc | Member | Dec 2017 | B | ≈ 37.5% – 75% via Platinum Equity Advisors Holdings, Llc |
| Blue Owl Gp Stakes Iii (A) Lp | Limited Partner | May 2018 | B | ≈ 3.75% – 18.75% via Dyal Capital Partners Iii Holdings (A) Lp |
| Blue Owl Gp Stakes Iii Offshore Investors Lp | Member | Mar 2015 | B | ≈ 1.41% – 14.06% via Dyal U.S. Iii Llc |
| Dyal Lp Holdings Llc | Limited Partner | May 2021 | B | 75% or more of Blue Owl Gp Stakes Associates Iii Lp (indirect) |
| Blue Owl Capital Carry Lp | Member | May 2021 | B | 75% or more of Blue Owl Gp Stakes Gp Holdings Llc (indirect) |
| Blue Owl Capital Gp Holdings Llc | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Llc (indirect) |
| Blue Owl Capital Inc. | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Holdings Llc (indirect) |
| Dyal U.S. Iii Llc | Limited Partner | Mar 2015 | B | ≈ 1.88% – 14.06% via Blue Owl Gp Stakes Iii (A) Lp |
| Dyal Capital Partners Iii Holdings (A) Lp | Limited Partner | May 2018 | B | ≈ 5% – 18.75% via Dyal Capital Partners Post Advisor (De) Aggregator Lp |
| Blue Owl Gp Stakes Iii Us Investors Lp | Limited Partner | Feb 2015 | B | ≈ 0.94% – 9.38% via Blue Owl Gp Stakes Iii (A) Lp |
| Nbsh Blue Investments, Llc | Limited Partner | May 2021 | B | 25% – 50% of Blue Owl Capital Carry Lp (indirect) |
| Blue Owl Gp Stakes Gp Holdings Llc | General Partner | May 2018 | B | GP / trustee / elected manager of Dyal Capital Partners Post Advisor (De) Aggregator Lp (indirect) |
| Blue Owl Gp Stakes Associates Iii Lp | General Partner | Feb 2015 | B | GP / trustee / elected manager of Blue Owl Gp Stakes Iii (A) Lp (indirect) |
| Nbsh Acquisition Llc | Managing Member | May 2021 | B | GP / trustee / elected manager of Nbsh Blue Investments, Llc (indirect) |
| Blue Owl Capital Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Capital Carry Lp (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Platinum Equity, Llc: 75% – 100% of Platinum Equity Investment Holdings, Llc × 75% – 100% of Platinum Equity Advisors Holdings, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Gores Trust Dated January 26, 1999, As Amended: 75% – 100% of Platinum Equity, Llc × 75% – 100% of Platinum Equity Investment Holdings, Llc × 75% – 100% of Platinum Equity Advisors Holdings, Llc × 50% – 75% direct ≈ 21.09% – 75% of the firm
- Platinum Equity Investment Holdings, Llc: 75% – 100% of Platinum Equity Advisors Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Blue Owl Gp Stakes Iii (A) Lp: 75% – 100% of Dyal Capital Partners Iii Holdings (A) Lp × 50% – 75% of Dyal Capital Partners Post Advisor (De) Aggregator Lp × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Blue Owl Gp Stakes Iii Offshore Investors Lp: 75% – 100% of Dyal U.S. Iii Llc × 50% – 75% of Blue Owl Gp Stakes Iii (A) Lp × 75% – 100% of Dyal Capital Partners Iii Holdings (A) Lp × 50% – 75% of Dyal Capital Partners Post Advisor (De) Aggregator Lp × 10% – 25% direct ≈ 1.41% – 14.06% of the firm
- Dyal U.S. Iii Llc: 50% – 75% of Blue Owl Gp Stakes Iii (A) Lp × 75% – 100% of Dyal Capital Partners Iii Holdings (A) Lp × 50% – 75% of Dyal Capital Partners Post Advisor (De) Aggregator Lp × 10% – 25% direct ≈ 1.88% – 14.06% of the firm
- Dyal Capital Partners Iii Holdings (A) Lp: 50% – 75% of Dyal Capital Partners Post Advisor (De) Aggregator Lp × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Blue Owl Gp Stakes Iii Us Investors Lp: 25% – 50% of Blue Owl Gp Stakes Iii (A) Lp × 75% – 100% of Dyal Capital Partners Iii Holdings (A) Lp × 50% – 75% of Dyal Capital Partners Post Advisor (De) Aggregator Lp × 10% – 25% direct ≈ 0.94% – 9.38% 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 (131, $48.4B gross assets)
Top 25 of 131 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) | 05/15/2026 | 31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE SEC ASSERTED THAT PLATINUM DID NOT ADEQUATELY DISCLOSE TO INVESTORS THE ALLOCATION METHODOLOGY FOR BROKEN DEAL EXPENSES. THERE WAS NO ALLEGATION THAT THE METHODOLOGY ITSELF WAS IMPROPER, AND NO ALLEGATION OF INTENTIONAL MISCONDUCT. IN ADDITION, THE SEC ASSERTED THAT PLATINUM DID NOT HAVE AN EFFECTIVE WRITTEN COMPLIANCE POLICY OR PROCEDURE GOVERNING BROKEN DEAL EXPENSE ALLOCATION. Status: Final Sanction Detail: THE SETTLEMENT INCLUDED APPROXIMATELY $1.9 MILLION IN DISGORGEMENT AND INTEREST DISTRIBUTED TO INVESTORS AND A $1.5 MILLION CIVIL PENALTY PAID TO THE SEC. THE PORTION LEVIED AGAINST PLATINUM IS 100%. THE DISGORGEMENT AND PREJUDGMENT INTEREST WAS DISTRIBUTED WITHIN 90 DAYS OF THE ORDER. THE CIVIL PENALTY WAS PAID ON 9/26/2017. Summary: THE ORDER IS FINAL. THE DISGORGEMENT AND PREJUDGMENT INTEREST WAS DISTRIBUTED WITHIN 90 DAYS OF THE ORDER. THE CIVIL PENALTY WAS PAID ON 9/26/2017.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
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: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗