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 records

Largest 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.

AHEAD FUND I, A SERIES OF PIRQUE, LPVenture Capital Fund$1.12MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-4345583591
Reported beneficial owners
21
Minimum commitment
$1K
Form D file number
021-480433

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.

VA-0503 FUND II, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$1.12MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-3634210451
Reported beneficial owners
28
Minimum commitment
$1K
Form D file number
021-514753

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-1204 FUND I, A SERIES OF HARVEST RIDGE CAPITAL INVESTMENTS, LPVenture Capital Fund$1.11MGross asset value
Search Form D filings →
Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-1224327602
Reported beneficial owners
17
Minimum commitment
$50K
Form D file number
021-474638

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.

FO34 FUND I, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$1.11MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-5957412237
Reported beneficial owners
24
Minimum commitment
$1K
Form D file number
021-459291

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.

CAPITAL FACTORY VENTURES, LP - B2Venture Capital Fund$1.11MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-5785567684
Reported beneficial owners
44
Minimum commitment
$10K
Form D file number
021-451114

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.

TR FUND I, A SERIES OF JJK FUNDS, LPVenture Capital Fund$1.11MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-7198389740
Reported beneficial owners
17
Minimum commitment
$25K
Form D file number
021-368251

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.

TR31 FUND I, A SERIES OF ROLL UP VEHICLES, LPVenture Capital Fund$1.11MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Fund details & source
Fund ID
805-9016852193
Reported beneficial owners
21
Minimum commitment
$1K
Form D file number
021-434055

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 STREET
WILMINGTON, 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.