AdvisorRanked
85
Clean

PLATINUM EQUITY ADVISORS, LLC

360 NORTH CRESCENT DRIVE, BEVERLY HILLS, CA 90210-2529
Fiduciaryfee-onlySEC Registered
310-712-1850 HTTPS://X.COM/PLATINUMEQUITY CRD #161491
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$47.7B
Assets Managed
181
Clients
253
Employees
14
Years Active
since 2012

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46157. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

regulatory46157

1 regulatory action(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 0

Complaint ratio: 0.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NamePLATINUM EQUITY ADVISORS, LLC
CRD Number#161491
SEC RegisteredYes
Registration Date2012-03-30
States RegisteredCA
Assets Under Management$47.7B
Number of Clients181
Employees253
Compensation Typefee-only
Last ADV Filing46157

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Frequently Asked Questions

Is PLATINUM EQUITY ADVISORS, LLC a fiduciary?

Yes. PLATINUM EQUITY ADVISORS, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PLATINUM EQUITY ADVISORS, LLC charge clients?

PLATINUM EQUITY ADVISORS, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PLATINUM EQUITY ADVISORS, LLC have any complaints?

No. PLATINUM EQUITY ADVISORS, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 14 years of operation.

How does PLATINUM EQUITY ADVISORS, LLC compare to other advisors in BEVERLY HILLS?

PLATINUM EQUITY ADVISORS, LLC has a Red Flag Score of 85/100. There are 28 registered advisory firms in BEVERLY HILLS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46157. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.