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PLATTE RIVER EQUITY

DENVER, CO · CRD 160667 · IAPD ↗ · 303-292-7300

$1.50BRegulatory AUM
20Advisory reps
22Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — PLATTE RIVER EQUITY crossed $1B in regulatory AUM ($984.6M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.