PLATFORM INVESTMENTS, LLC
CRD #159261 SEC #801-72953 KANSAS CITY, MO 816-285-3872
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.7B
Employees
40
Clients
--
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 40 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 38 | 0 |
| Jun 2023 | $1.3B | $1.3B | $0 | 38 | 0 |
| Apr 2023 | $1.3B | $1.3B | $0 | 38 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 38 | 0 |
| May 2022 | $1.1B | $1.1B | $0 | 40 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 40 | 0 |
| Jun 2021 | $753.5M | $753.5M | $0 | 40 | 0 |
| Jun 2021 | $753.5M | $753.5M | $0 | 40 | 0 |
| Apr 2021 | $753.5M | $753.5M | $0 | 40 | 0 |
| Mar 2021 | $753.5M | $753.5M | $0 | 40 | 0 |
| Jul 2020 | $542.9M | $542.9M | $0 | 33 | 0 |
| Jun 2020 | $542.9M | $542.9M | $0 | 33 | 0 |
| Mar 2020 | $542.9M | $542.9M | $0 | 33 | 0 |
| Oct 2019 | $494.2M | $494.2M | $0 | 31 | 0 |
| Jul 2019 | $494.2M | $494.2M | $0 | 31 | 0 |
| Mar 2019 | $494.2M | $494.2M | $0 | 31 | 0 |
| Oct 2018 | $445.1M | $445.1M | $0 | 30 | 0 |
| Jul 2018 | $445.1M | $445.1M | $0 | 30 | 0 |
| Mar 2018 | $445.1M | $445.1M | $0 | 30 | 0 |
| Jun 2017 | $468.5M | $468.5M | $0 | 27 | 11 |
| Mar 2017 | $813M | $813M | $0 | 24 | 11 |
| Jun 2016 | $844.7M | $844.7M | $0 | 24 | 11 |
| Mar 2016 | $844.7M | $844.7M | $0 | 24 | 11 |
| Mar 2015 | $730.6M | $730.6M | $0 | 22 | 11 |
| Mar 2014 | $534.1M | $534.1M | $0 | 21 | 1 |
| Mar 2013 | $207.9M | $207.9M | $0 | 16 | 1 |
| Jan 2013 | $140.3M | $140.3M | $0 | 14 | 1 |
| Sep 2012 | $140.3M | $140.3M | $0 | -- | 1 |
| Dec 2011 | $140.3M | $140.3M | $0 | -- | 1 |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees38
Clients0
DateJun 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients0
DateApr 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateJun 2021
Total AUM$753.5M
Discretionary$753.5M
Non-Disc.$0
Employees40
Clients0
DateJun 2021
Total AUM$753.5M
Discretionary$753.5M
Non-Disc.$0
Employees40
Clients0
DateApr 2021
Total AUM$753.5M
Discretionary$753.5M
Non-Disc.$0
Employees40
Clients0
DateMar 2021
Total AUM$753.5M
Discretionary$753.5M
Non-Disc.$0
Employees40
Clients0
DateJul 2020
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees33
Clients0
DateJun 2020
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees33
Clients0
DateMar 2020
Total AUM$542.9M
Discretionary$542.9M
Non-Disc.$0
Employees33
Clients0
DateOct 2019
Total AUM$494.2M
Discretionary$494.2M
Non-Disc.$0
Employees31
Clients0
DateJul 2019
Total AUM$494.2M
Discretionary$494.2M
Non-Disc.$0
Employees31
Clients0
DateMar 2019
Total AUM$494.2M
Discretionary$494.2M
Non-Disc.$0
Employees31
Clients0
DateOct 2018
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients0
DateJul 2018
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients0
DateMar 2018
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients0
DateJun 2017
Total AUM$468.5M
Discretionary$468.5M
Non-Disc.$0
Employees27
Clients11
DateMar 2017
Total AUM$813M
Discretionary$813M
Non-Disc.$0
Employees24
Clients11
DateJun 2016
Total AUM$844.7M
Discretionary$844.7M
Non-Disc.$0
Employees24
Clients11
DateMar 2016
Total AUM$844.7M
Discretionary$844.7M
Non-Disc.$0
Employees24
Clients11
DateMar 2015
Total AUM$730.6M
Discretionary$730.6M
Non-Disc.$0
Employees22
Clients11
DateMar 2014
Total AUM$534.1M
Discretionary$534.1M
Non-Disc.$0
Employees21
Clients1
DateMar 2013
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees16
Clients1
DateJan 2013
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees14
Clients1
DateSep 2012
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees--
Clients1
DateDec 2011
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees--
Clients1