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Platinum Equity Advisors

SEC-registered adviser since 2012Beverly Hills, CACRD 161491

150
Clients
181
Advisory staff

From Form ADV filed 15 May 2026 · data retrieved 15 October 2026SEC record

Platinum Equity Advisors is an investment adviser headquartered in Beverly Hills, California, and registered with the SEC since 2012. Its clients include pooled investment vehicles and other investment advisers.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Platinum Equity Advisors Holdings, LLC owns 50% to 75% of Platinum Equity Advisors.

Clients

Platinum Equity Advisors serves 150 clients, 149 of them pooled investment vehicles. The average client has about $318 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles149 clients100%
  • Other investment advisers1 clients0%
Show client breakdown
Pooled investment vehicles
Clients
149
Regulatory AUM
$47,562,908,744
Share
99.7%
Avg. per client
$319.2M
Other investment advisers
Clients
1
Regulatory AUM
$161,390,709
Share
0.3%
Avg. per client
$161.4M

Total

Clients
150
Regulatory AUM
$47,724,299,453
Share
100%
Avg. per client
$318.2M

What it does

Platinum Equity Advisors provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

Platinum Equity Advisors advises 149 private funds.

99.7% of assets ($47.56B across 149 accounts) are managed with discretion; $161.4M across 1 account is not. 30% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Other100%
    • Private debt instruments100%

Custodians

Platinum Equity Advisors has custody of client assets.

Managed account assets by custodian
  • All other custodians$47.72B100%

Ownership and leadership

Platinum Equity Advisors Holdings, LLC owns 50% to 75% of Platinum Equity Advisors.

Who owns the firm
Platinum Equity Advisors, LLC· the adviser
  • Platinum Equity Advisors Holdings, LLC

    Control person · since December 2017

    Owns 50% to 75% of Platinum Equity Advisors, LLC
  • Gores 2003 Investment Trust

    since October 2003

    Owns 10% to 25% of Platinum Equity Advisors, LLC
  • Dyal Capital Partners Post Advisor (de) Aggregator LP

    since June 2018

    Owns 10% to 25% of Platinum Equity Advisors, LLC
  • Blue Owl GP Stakes VI Post Aggregator LP

    since August 2025

    Owns 10% to 25% of Platinum Equity Advisors, LLC

Leadership

  • Ty Renbarger
    Chief Financial Officer
  • Melissa Lawson
    Chief Compliance Officer
  • Tewfic Gores
    Chairman / CEO
  • Mary Sigler
    EVP / Treasurer

Staff

  • 253 employees
  • 181 in advisory functions

Reported holdings

Platinum Equity Advisors’ reported 13F holdings total $8.96B across 6 positions, and the ten largest make up 100.0% of it.

$8.96B
Reported 13F value
6
Positions
100.0%
In the 10 largest
+0.9%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Ingram Micro Hldg Corp.54.3%
  2. Custom Truck One Source Inc. · Com CL A20.7%
  3. Mcgraw Hill Inc.14.6%
  4. Gpgi Inc. · Com CL A9.3%
  5. Ryerson Hldg Corp.1.1%
  6. International Mny Express IN0.0%

Together, the ten largest are 100.0% of reported value.

The 6 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $8.96B is not its $47.72B in regulatory assets and does not represent any individual client's portfolio.

Fees

Platinum Equity Advisors is paid through a percentage of assets under management and performance-based fees.

Platinum Equity Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Platinum Equity Advisors has 4 offices, with 5 listed addresses across 4 states.

Listed office addresses by state

California · 1 listed address

  • 360 North Crescent Drive, South Building, Beverly HillsHQ

Registration details

Legal name
Platinum Equity Advisors, LLC
Headquarters
360 North Crescent Drive, South Building, Beverly Hills, CA 90210-2529
SEC file
801-73758
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Platinum Equity Advisors have?

Platinum Equity Advisors has 150 clients and manages $47.7 billion for them, as of May 2026. They include 149 pooled investment vehicles and 1 other investment advisers.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026

What services does Platinum Equity Advisors offer?

Platinum Equity Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Platinum Equity Advisors have?

Platinum Equity Advisors has 0 investment adviser representatives registered with state securities authorities, out of 253 employees, and 181 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Platinum Equity Advisors invest in?

At the end of its last fiscal year, Platinum Equity Advisors’ separately managed accounts held 100% private debt instruments. It advises 149 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Platinum Equity Advisors?

Platinum Equity Advisors is owned through a trust and a chain of holding companies by Blue Owl GP Stakes III US Investors LP, Dyal LP Holdings LLC, Blue Owl Capital Inc., Blue Owl Capital Holdings LP, Blue Owl GP Stakes VI US Investors LP and Blue Owl GP Stakes VI Offshore Investors LP. Its direct owners are Gores 2003 Investment Trust (10% to 25%), Platinum Equity Advisors Holdings, LLC (50% to 75%), Dyal Capital Partners Post Advisor (de) Aggregator LP (10% to 25%) and Blue Owl GP Stakes VI Post Aggregator LP (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026

How does Platinum Equity Advisors get paid?

Platinum Equity Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 15 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 161491.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Platinum Equity Advisors, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.