Platform Investments, LLC

Platform Investments, LLC is a registered investment adviser specializing in real estate and real estate-related assets. Established in January 2012, the firm is wholly owned by Platform Ventures, LLC, which is majority-owned by ABTS Holdings, LLC. The firm's investment strategy focuses on middle-market opportunities in real estate assets, with a particular emphasis on equity investments ranging from $10 million to $50 million. Platform manages various private funds investing in real estate and related assets, totaling $1,668,091,515 of regulatory assets under management as of December 31, 2024. The firm's investment philosophy prioritizes capital preservation, conservative underwriting, and thorough risk assessment to provide superior risk-adjusted returns to investors. Platform charges management fees ranging from 0.75% to 2% per annum for most of its funds, with additional fees for certain services like administrative, asset management, and guaranty fees. The firm also receives performance-based compensation based on capital appreciation, varying among funds. Platform's code of ethics ensures compliance with federal securities laws and sets standards for personal securities transactions and reporting. The firm does not engage in agency cross transactions and exercises full discretionary authority over client investments, observing the investment policies and limitations outlined in the offering documents for each fund. Platform's privacy policy outlines the types of personal information collected, shared, and protected, with options for limiting sharing for marketing purposes. Clients can contact Platform for more information or to request a copy of the firm's code of ethics.