Investment adviser · CRD 167700
PLATFORM ADVISOR, LLC
WILMINGTON, DE, United States · Form ADV filed Mar 24, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
22,277 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
PE-08211 FUND I, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$2.17MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-1580977572
- Reported beneficial owners
- 55
- Minimum commitment
- $1K
- Form D file number
- 021-561025
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
NO FUND III, A SERIES OF HERON ROCK AL ACCESS FUNDS, LPVenture Capital Fund$2.17MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-1783334749
- Reported beneficial owners
- 88
- Minimum commitment
- $10K
- Form D file number
- 021-394493
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
FUND II, A SERIES OF RYAN CHAN VENTURES, LPVenture Capital Fund$2.17MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-7404054161
- Reported beneficial owners
- 18
- Minimum commitment
- $5K
- Form D file number
- 021-416234
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
BI FUND III, A SERIES OF MUKHERJEE FUNDS, LPVenture Capital Fund$2.16MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-2189169744
- Reported beneficial owners
- 12
- Minimum commitment
- $1K
- Form D file number
- 021-391350
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
JAY DESAI HOLDINGS I, LP - IIVenture Capital Fund$2.16MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-2270654374
- Reported beneficial owners
- 4
- Minimum commitment
- $1K
- Form D file number
- 021-431504
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
TM FUND II, A SERIES OF BETTER CAPITAL, LPVenture Capital Fund$2.15MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-3866884319
- Reported beneficial owners
- 47
- Minimum commitment
- $3K
- Form D file number
- 021-400091
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
RE126 FUND I, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$2.15MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Fund details & source
- Fund ID
- 805-8328629893
- Reported beneficial owners
- 7
- Minimum commitment
- $1K
- Form D file number
- 021-463283
Form ADV 2047221 · Mar 24, 2026 · Schedule D 7.B.(1)
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
Filing history · 5 annual filings
Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
301 N. MARKET STREETWILMINGTON, DE, 19801, United States
CRD 167700
Filing source
Form ADV 2047221 · Mar 24, 2026 · Items 1 & 5
Reported by PLATFORM ADVISOR, LLC (CRD 167700).
Annual Updating Amendment ERA Report · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.