Platform Investments, LLC is a large advisory firm based in Fairway. It manages $494.2 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Delaware and Kansas.
Platform Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Platform Investments, LLC is $494.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Platform Investments, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Corey David Biggs is pooled investment vehicles with 20 clients and $494.2 million of assets under management. Among the 9 most similar advisory firms, Platform Investments has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $494.2 million for 20 clients. None of the firm’s clients are foreign persons or businesses.
Platform Investments also advises several private funds. Namely, twenty real estate funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $1,200,000.
The company employs 31 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Corey David Biggs has been acting as President since 1 Oct 2018. Todd Robert Blanding has served as the Chief Investment Officer since 1 May 2015. Kyle Siner joined the executive team most recently as the Director.
The principal office where Platform Investments, LLC performs its advisory services is located at 4220 Shawnee Mission Pkwy, Fairway, KS 66205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 816-285-3872 or by fax 913-647-9735. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at platformv.com.