{"url":"https://nivawealth.com/firms/platinum-equity-advisors-161491","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161491","regulatoryAum":47724299453,"crd":"161491","secFileNumber":"801-73758","legalName":"Platinum Equity Advisors, LLC","displayName":"Platinum Equity Advisors","website":"http://www.platinumequity.com","linkedinUrl":"https://www.linkedin.com/company/platinum-equity/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"360 North Crescent Drive, South Building","city":"Beverly Hills","state":"CA","stateName":"California","country":"United States","postalCode":"90210-2529"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":253,"advisory":181,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":47562908744,"discretionaryAccounts":149,"nonDiscretionary":161390709,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":30,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":149,"regulatoryAum":47562908744},{"label":"Other investment advisers","clients":1,"regulatoryAum":161390709}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Platinum Equity Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ty Renbarger","title":"Chief Financial Officer","crd":"8049353"},{"name":"Melissa Lawson","title":"Chief Compliance Officer","crd":"3014548"},{"name":"Tewfic Gores","title":"Chairman / CEO","crd":"6028835"},{"name":"Mary Sigler","title":"EVP / Treasurer","crd":"6028836"}],"ownership":[{"label":"Gores 2003 Investment Trust","detail":"Member in the 10% to 25% ownership band, since October 2003."},{"label":"Platinum Equity Advisors Holdings, LLC","detail":"Member in the 50% to 75% ownership band and a control person, since December 2017."},{"label":"Dyal Capital Partners Post Advisor (de) Aggregator LP","detail":"Member in the 10% to 25% ownership band, since June 2018."},{"label":"Blue Owl GP Stakes VI Post Aggregator LP","detail":"Member in the 10% to 25% ownership band, since August 2025."},{"label":"Tewfic Gores","detail":"Indirect owner: grantor of Gores 2003 Investment Trust and a control person, since November 2003. Also trustee of Gores Trust Dated January 26, 1999, As Amended and a control person, since January 1999. Also manager of Platinum Equity Investment Holdings, LLC and a control person, since October 2003. Also manager of Platinum Equity, LLC and a control person, since December 1997.","parent":"Gores 2003 Investment Trust"},{"label":"Richard Locklin","detail":"Indirect owner: trustee of Gores 2003 Investment Trust and a control person, since December 2010.","parent":"Gores 2003 Investment Trust"},{"label":"Holly Gores","detail":"Indirect owner: trustee of Gores Trust Dated January 26, 1999, As Amended and a control person, since January 1999.","parent":"Gores Trust Dated January 26, 1999, As Amended"},{"label":"Platinum Equity, LLC","detail":"Indirect owner: a member of Platinum Equity Investment Holdings, LLC in the 75% or more band and a control person, since March 2003.","parent":"Platinum Equity Investment Holdings, LLC"},{"label":"Gores Trust Dated January 26, 1999, As Amended","detail":"Indirect owner: a member of Platinum Equity, LLC in the 75% or more band and a control person, since September 2003.","parent":"Platinum Equity, LLC"},{"label":"Platinum Equity Investment Holdings, LLC","detail":"Indirect owner: a member of Platinum Equity Advisors Holdings, LLC in the 75% or more band and a control person, since December 2017.","parent":"Platinum Equity Advisors Holdings, LLC"},{"label":"Blue Owl GP Stakes GP Holdings LLC","detail":"Indirect owner: general partner of Dyal Capital Partners Post Advisor (de) Aggregator LP and a control person, since May 2018. Also general partner of Dyal Capital Partners III Holdings (a) LP and a control person, since May 2018. Also general partner of Blue Owl GP Stakes Associates III LP and a control person, since February 2015. Also a member of Dyal LP Holdings LLC in the 75% or more band and a control person, since May 2021. Also general partner of Blue Owl GPS III (a) Aggregator LP and a control person, since June 2024. Also general partner of Blue Owl GP Stakes VI Post Aggregator LP and a control person, since April 2025. Also general partner of Blue Owl GP Stakes Associates VI LP and a control person, since February 2015.","parent":"Dyal Capital Partners Post Advisor (de) Aggregator LP"},{"label":"Blue Owl GP Stakes III Offshore Investors LP","detail":"Indirect owner: a member of Dyal U.S. III LLC in the 75% or more band and a control person, since March 2015.","parent":"Dyal U.S. III LLC"},{"label":"Dyal U.S. III LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes III (a) LP in the 50% to 75% band and a control person, since March 2015.","parent":"Blue Owl GP Stakes III (a) LP"},{"label":"Blue Owl GP Stakes Associates III LP","detail":"Indirect owner: general partner of Blue Owl GP Stakes III Offshore Investors LP and a control person, since February 2015. Also general partner of Blue Owl GP Stakes III US Investors LP and a control person, since February 2015. Also managing member of Dyal U.S. III LLC and a control person, since February 2015. Also general partner of Blue Owl GP Stakes III (a) LP and a control person, since February 2015.","parent":"Blue Owl GP Stakes III Offshore Investors LP"},{"label":"Dyal Capital Partners III Holdings (a) LP","detail":"Indirect owner: a limited partner of Dyal Capital Partners Post Advisor (de) Aggregator LP in the 50% to 75% band and a control person, since May 2018.","parent":"Dyal Capital Partners Post Advisor (de) Aggregator LP"},{"label":"Mary Sigler","detail":"Indirect owner: manager of Platinum Equity Advisors Holdings, LLC and a control person, since December 2017.","parent":"Platinum Equity Advisors Holdings, LLC"},{"label":"Blue Owl GP Stakes III US Investors LP","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes III (a) LP in the 25% to 50% band and a control person, since February 2015.","parent":"Blue Owl GP Stakes III (a) LP"},{"label":"Dyal LP Holdings LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes Associates III LP in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl GP Stakes Associates III LP"},{"label":"Blue Owl Capital Carry LP","detail":"Indirect owner: a member of Blue Owl GP Stakes GP Holdings LLC in the 75% or more band and a control person, since May 2021. Also a limited partner of Blue Owl GP Stakes Associates VI LP in the 75% or more band and a control person, since August 2023.","parent":"Blue Owl GP Stakes GP Holdings LLC"},{"label":"Blue Owl Capital GP LLC","detail":"Indirect owner: general partner of Blue Owl Capital Carry LP and a control person, since May 2021. Also a general partner of Blue Owl Capital Holdings LP in the 25% to 50% band and a control person, since April 2025.","parent":"Blue Owl Capital Carry LP"},{"label":"Blue Owl Capital GP Holdings LLC","detail":"Indirect owner: a managing member of Blue Owl Capital GP LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP LLC"},{"label":"Blue Owl Capital Inc.","detail":"Indirect owner: a managing member of Blue Owl Capital GP Holdings LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP Holdings LLC"},{"label":"Blue Owl GPS III (a) Aggregator LP","detail":"Indirect owner: a limited partner of Dyal Capital Partners III Holdings (a) LP in the 75% or more band and a control person, since July 2024.","parent":"Dyal Capital Partners III Holdings (a) LP"},{"label":"Blue Owl GP Stakes III (a) LP","detail":"Indirect owner: a limited partner of Blue Owl GPS III (a) Aggregator LP in the 75% or more band and a control person, since June 2024.","parent":"Blue Owl GPS III (a) Aggregator LP"},{"label":"Blue Owl Capital Holdings LP","detail":"Indirect owner: a limited partner of Blue Owl Capital Carry LP in the 75% or more band and a control person, since April 2025.","parent":"Blue Owl Capital Carry LP"},{"label":"Blue Owl GP Stakes VI (C) LP","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes VI Post Aggregator LP in the 50% to 75% band and a control person, since April 2025.","parent":"Blue Owl GP Stakes VI Post Aggregator LP"},{"label":"Blue Owl GP Stakes VI US Investors LP","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes VI (C) LP in the 50% to 75% band and a control person, since June 2025.","parent":"Blue Owl GP Stakes VI (C) LP"},{"label":"Blue Owl GP Stakes U.S. VI LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes VI (C) LP in the 25% to 50% band and a control person, since June 2025.","parent":"Blue Owl GP Stakes VI (C) LP"},{"label":"Blue Owl GP Stakes VI Offshore Investors LP","detail":"Indirect owner: a member of Blue Owl GP Stakes U.S. VI LLC in the 75% or more band and a control person, since August 2023.","parent":"Blue Owl GP Stakes U.S. VI LLC"},{"label":"Blue Owl GP Stakes Associates VI LP","detail":"Indirect owner: general partner of Blue Owl GP Stakes VI (C) LP and a control person, since June 2025. Also general partner of Blue Owl GP Stakes U.S. VI LLC and a control person, since August 2023. Also general partner of Blue Owl GP Stakes VI Offshore Investors LP and a control person, since August 2023. Also managing member of Blue Owl GP Stakes VI US Investors LP and a control person, since August 2023.","parent":"Blue Owl GP Stakes VI (C) LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"360 North Crescent Drive, South Building","city":"Beverly Hills","headquarters":true}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"1 Greenwich Office Park","city":"Greenwich"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"3 Allied Drive","city":"Dedham"}]},{"state":"New York","offices":2,"addresses":[{"street":"52 Vanderbilt Avenue","city":"New York"},{"street":"9 West 57th Street","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-712-1850","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Private Debt Instruments"}],"privateFunds":149},"sources":{"adv1FilingDate":"15 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161491/PDF/161491.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Platinum Equity Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Platinum Equity Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Platinum Equity Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Platinum Equity Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Platinum Equity Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Platinum Equity Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/platinum-equity-advisors-161491/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1803274/000110465926096462/0001104659-26-096462-index.html","totalValue":8958204848,"positionCount":6,"top10Share":1,"top10":[{"issuer":"INGRAM MICRO HLDG CORP","titleOfClass":"COM","cusip":"457152106","value":4867901130,"shares":177466319,"shareType":"SH","priorValue":4594506851,"priorShares":197104541},{"issuer":"CUSTOM TRUCK ONE SOURCE INC","titleOfClass":"COM CL A","cusip":"23204X103","value":1851142329,"shares":156743635,"shareType":"SH","priorValue":1029805682,"priorShares":156743635},{"issuer":"MCGRAW HILL INC","titleOfClass":"COM","cusip":"580907103","value":1304765706,"shares":165160216,"shareType":"SH","priorValue":2262694959,"priorShares":165160216},{"issuer":"GPGI INC","titleOfClass":"COM CL A","cusip":"20459V105","value":837351648,"shares":52829757,"shareType":"SH","priorValue":903388845,"priorShares":52829757},{"issuer":"RYERSON HLDG CORP","titleOfClass":"COM","cusip":"783754104","value":96581404,"shares":3924478,"shareType":"SH","priorValue":88222265,"priorShares":3924478},{"issuer":"INTERNATIONAL MNY EXPRESS IN","titleOfClass":"COM","cusip":"46005L101","value":462631,"shares":32016,"shareType":"SH","priorValue":505853,"priorShares":32016}],"positionsListed":6,"positions":[{"issuer":"INGRAM MICRO HLDG CORP","titleOfClass":"COM","cusip":"457152106","value":4867901130,"shares":177466319,"shareType":"SH","priorValue":4594506851,"priorShares":197104541},{"issuer":"CUSTOM TRUCK ONE SOURCE INC","titleOfClass":"COM CL A","cusip":"23204X103","value":1851142329,"shares":156743635,"shareType":"SH","priorValue":1029805682,"priorShares":156743635},{"issuer":"MCGRAW HILL INC","titleOfClass":"COM","cusip":"580907103","value":1304765706,"shares":165160216,"shareType":"SH","priorValue":2262694959,"priorShares":165160216},{"issuer":"GPGI INC","titleOfClass":"COM CL A","cusip":"20459V105","value":837351648,"shares":52829757,"shareType":"SH","priorValue":903388845,"priorShares":52829757},{"issuer":"RYERSON HLDG CORP","titleOfClass":"COM","cusip":"783754104","value":96581404,"shares":3924478,"shareType":"SH","priorValue":88222265,"priorShares":3924478},{"issuer":"INTERNATIONAL MNY EXPRESS IN","titleOfClass":"COM","cusip":"46005L101","value":462631,"shares":32016,"shareType":"SH","priorValue":505853,"priorShares":32016}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}