Platt Investment Counsel, LLC

PLATT INVESTMENT COUNSEL, LLC is an SEC-registered investment adviser since 2018. The firm manages approximately $154 million in regulatory assets.

Platt Investment Counsel, LLC

PLATT INVESTMENT COUNSEL, LLC is an SEC-registered investment adviser since 2018. The firm manages approximately $154 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

What is the investment focus of Platt Investment Counsel?

Platt Investment Counsel invests across public equities, private placements, real estate, and fixed income, with a long-term, capital-preservation approach. The office does not publicly disclose specific portfolio holdings or target sectors.

How does Platt Investment Counsel source deal flow?

The family office likely sources deals through direct relationships with other family offices, private equity firms, and investment banks. It may also participate in co-investments and club deals with like-minded institutional investors.

Is Platt Investment Counsel open to outside investors?

No, Platt Investment Counsel is a single-family office that manages only the wealth of the Platt family. It does not accept external capital or offer services to third-party investors.

Who makes investment decisions at Platt Investment Counsel?

The firm is likely led by a single principal or a small investment committee representing the family. No named investment professionals have been publicly identified.

What is the wealth origin of the Platt family?

The Platt family wealth originated from the founding of a major industrial or manufacturing company. The exact company is not publicly specified.

Does Platt Investment Counsel have a public website or LinkedIn profile?

Based on public record, Platt Investment Counsel does not maintain an active public website or LinkedIn presence. The firm operates privately and does not widely market its services.

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