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PLATINUM EQUITY ADVISORS, LLC

CRD 161491File 801-73758
APPROVED
Custody
Disclosure events
Filing as of May 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$47.72B
Top 10% of cohort (national)
Discretionary AUM
$47.56B
Non-discretionary $161.4M
Clients
150
150 accounts
Employees
253
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Mar 30, 2012
Principal office
360 NORTH CRESCENT DRIVE, SOUTH BUILDING, BEVERLY HILLS, CA, 90210-2529
Phone
310-712-1850

Assets & accounts

ADV Item 5F
Total regulatory AUM
$47.72B
Discretionary AUM
$47.56B
Non-discretionary AUM
$161.4M
Discretionary accounts
149
Non-discretionary accounts
1
Total accounts
150
AUM per client
$318.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisers1$161.4M
Pooled investment vehicles149$47.56B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D1
  • Q11D2
  • Q11D3
  • Q11D4
  • Q11D5

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees257253decreased by4
Apr 1, 2026Clients146150increased by4
Apr 1, 2026AUM$49,710,625,624$47,724,299,453decreased by$1,986,326,171
Apr 1, 2026Accounts146150increased by4
May 1, 2025
vs Oct 1, 2022
Employees231257increased by26
May 1, 2025
vs Oct 1, 2022
Clients120146increased by26
May 1, 2025
vs Oct 1, 2022
AUM$36,226,452,569$49,710,625,624increased by$13,484,173,055
May 1, 2025
vs Oct 1, 2022
Accounts120146increased by26
Apr 1, 2022Clients101120increased by19
Apr 1, 2022AUM$25,645,119,342$36,226,452,569increased by$10,581,333,227
Apr 1, 2022Accounts101120increased by19
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PLATINUM EQUITY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLATINUM EQUITY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.