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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:01 AM ET

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Robert Platek

Named as an officer, director or promoter on SEC Form D filings · NY · Jun 10, 2010 → Mar 27, 2026

10deals (issuers)
$5.43Breported sold
899investors
21Form D filings
2010–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert Platek is listed as an executive officer and director on 21 SEC Form D filings by 10 issuers between Jun 2010 and Mar 2026. Largest by amount reported sold: MSD Investment Corp. (New York, NY — pooled investment fund — 2022–2026; $3.54B reported sold to 696 investors), MSD Special Investments Fund, L.P. (New York, NY — pooled investment fund — 2020; $410.9M reported sold to 65 investors), MSD WM Partners, L.P. (New York, NY — pooled investment fund — 2021; $367.1M reported sold to 9 investors), MSD Alpine Credit Opportunity Fund, L.P. (New York, NY — pooled investment fund — 2020–2022; $281M reported sold to 50 investors), MSD Private Credit Opportunity Fund 2, L.P. (New York, NY — pooled investment fund — 2020; $269.9M reported sold to 58 investors) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $5.43B sold in total.

Listed alongside Marcello Ligouri (9 shared filings), Brian S. Williams (8 shared filings), James Chapman (8 shared filings), Saritha C. Reddy (8 shared filings), Marc A. Lisker (7 shared filings) and 18 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Robert. Each name links to their own page.

All 10 issuers belong to the sponsor group Bdt (77 issuers, $19.02B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Bdt has 77 companies on file and $19.02B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 5 court cases matching the name, 6 bankruptcy cases matching the name listed in Key records below.

What this means 11 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 21 public filings for Robert Platek and found 8 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Paid seller listed without a CRD number: Privatus Capital Advisory Pty Ltd; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Robert Platek has not run yet — it is joining a line of 4,556 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

5 cases: 4 dismissed, 1 judgment

PLATEK v. SAFEGUARD PROPERTIES INC. dismissed
District Court, W.D. Pennsylvania · No. 2:12-cv-01607 · Filed Nov 5, 2012 · Closed Dec 5, 2014 · Nature of suit: Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of PLATEK: Plaintiff · Outcome: Terminated 2014-12-05 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); surname only in the caption; court in PA (not a filing state)
Platek v. NCO Financial Systems, Inc. dismissed
District Court, N.D. California · No. 5:11-cv-02541 · Filed May 25, 2011 · Closed Aug 23, 2011 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Platek: Plaintiff · Outcome: Terminated 2011-08-23 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); surname only in the caption; court in CA (not a filing state)
Platek v. CBE Group, Inc. dismissed
District Court, N.D. California · No. 4:10-cv-04237 · Filed Sep 20, 2010 · Closed Dec 29, 2010 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Platek: Plaintiff · Outcome: Terminated 2010-12-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); surname only in the caption; court in CA (not a filing state)
Platek v. Ameritech Corp judgment
District Court, E.D. Wisconsin · No. 2:00-cv-00496 · Filed Apr 7, 2000 · Closed Jan 3, 2002 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Platek: Plaintiff · Outcome: Terminated 2002-01-03 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); surname only in the caption; court in WI (not a filing state)
PLATEK v. CONSOLIDATED RAIL CO dismissed
District Court, E.D. Pennsylvania · No. 2:90-cv-03252 · Filed May 10, 1990 · Closed Aug 29, 1990 · Nature of suit: 330 Federal employers' liability
Role of PLATEK: Plaintiff · Outcome: Terminated 1990-08-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); surname only in the caption; court in PA (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:21 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Robert Platek..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

6 cases: 6 closed (disposition not in docket feed)

Robert R. Platek and Wendy K. Platek closed
United States Bankruptcy Court, D. New Hampshire · No. 12-12910 · Filed Sep 20, 2012 · Closed Jan 9, 2013
Role of Robert R. Platek and Wendy K. Platek: Debtor · Outcome: Case closed 2013-01-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); first name matches; 2 people with this name in Form D filings; court in NH (not a filing state)
Michael P. Platek closed
United States Bankruptcy Court, W.D. New York · No. 1-10-12385 · Filed Jun 1, 2010 · Closed Dec 22, 2014
Role of Michael P. Platek: Debtor · Outcome: Case closed 2014-12-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); different first name (michael); court in the person's filing state (NY)
Michael S. Platek closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 05-37263 · Filed Oct 14, 2005 · Closed Aug 14, 2006
Role of Michael S. Platek: Debtor · Outcome: Case closed 2006-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); different first name (michael); court in PA (not a filing state)
Universal Bank N.A. v. Platek closed
United States Bankruptcy Court, S.D. California · No. 98-90693 · Filed Dec 24, 1998 · Closed Oct 20, 1999
Role of Platek: Defendant · Outcome: Case closed 1999-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); surname only in the caption; court in CA (not a filing state)
Michael P. Platek closed
United States Bankruptcy Court, W.D. New York · No. 1-97-17831 · Filed Dec 17, 1997 · Closed Apr 6, 1998
Role of Michael P. Platek: Debtor · Outcome: Case closed 1998-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); different first name (michael); court in the person's filing state (NY)
Robert R. Platek and Wendy Kay Platek closed
United States Bankruptcy Court, D. New Hampshire · No. 95-13079 · Filed Dec 19, 1995 · Closed May 2, 1997
Role of Robert R. Platek and Wendy Kay Platek: Debtor · Outcome: Case closed 1997-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 12 federal dockets); first name matches; 2 people with this name in Form D filings; court in NH (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:21 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Robert Platek — 4 worth asking about (compared 21 filings on Oct 24, 2026)

Worth asking · Jan 5, 2022 – Jul 18, 2022

Amount sold went down between filings — MSD Investment Corp.

The Jan 5, 2022 filing says $800,000,000 sold; the Jul 18, 2022 Form D/A says $175,906,000 sold — $624,094,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Mar 27, 2026

Paid seller listed without a CRD number: Privatus Capital Advisory Pty Ltd. — MSD Investment Corp.

Privatus Capital Advisory Pty Ltd. is listed as receiving sales compensation on 1 filing (Mar 27, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Mar 27, 2026

Paid seller listed without a CRD number: Grupo Bursatil Mexicano, S.A. de C.V., Casa de Bolsa — MSD Investment Corp.

Grupo Bursatil Mexicano, S.A. de C.V., Casa de Bolsa is listed as receiving sales compensation on 1 filing (Mar 27, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Jun 1, 2020 – Aug 24, 2020

Form D filed 84 days after the first sale — MSD Alpine Credit Opportunity Fund, L.P.

The filing says the first sale was Jun 1, 2020. The Form D was filed Aug 24, 2020 — 84 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 69 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Jan 8, 2021 – Feb 22, 2021

Form D filed 45 days after the first sale — MSD Private Credit Opportunity Fund (Cayman) 2, L.P.

The filing says the first sale was Jan 8, 2021. The Form D was filed Feb 22, 2021 — 45 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 30 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Apr 20, 2020 – Jun 7, 2023

8 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — MSD PCOF Co-Investment A, L.P. (latest filing Jun 7, 2023) · No amendment in the last 12 months on an offering that may still be open — MSD Alpine Credit Opportunity Fund, L.P. (latest filing Mar 30, 2022) · No amendment in the last 12 months on an offering that may still be open — MSD SBAFLA Fund, L.P. (latest filing Mar 29, 2022) · No amendment in the last 12 months on an offering that may still be open — MSD WM Partners, L.P. (latest filing Nov 22, 2021) · No amendment in the last 12 months on an offering that may still be open — MSD Private Credit Opportunity Fund (Cayman) 2, L.P. (latest filing Feb 22, 2021) · and 3 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Jun 10, 2010 – Aug 24, 2020

Robert Platek is written 2 different ways on the filings

listed as "Robert Platek" on 18 filings (from Jun 10, 2010), and "Robert M. Platek" on 3 filings (from Aug 24, 2020).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Aug 12, 2010

Same name, different state: "Robert Platek" (MD) is a separate record

This page covers filings where the address state is NY. A separate record, "Robert Platek" with address state MD, is listed on 1 filing — most recently by DAVCO ACQUISITION HOLDING INC (Aug 12, 2010). Both records have filings in the same period (Aug 12, 2010).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

2 of 11 offerings report sales commissions totalling $429,831; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 27, 2026 D/A
MSD Investment Corp.
File 021-428055
$392,331$0$0
Pursuant to the Investment Advisory Agreement, the Issuer will pay the Investment Adviser a base management fee and an incentive fee. Such management fee and incentive fee are fully disclosed in the Issuer's confidential offering materials.
Privatus Capital Advisory Pty Ltd. no CRD number reported
Grupo Bursatil Mexicano, S.A. de C.V., Casa de Bolsa no CRD number reported
EDGAR ↗
Nov 29, 2023 D
MSD Investment Corp.
File 021-498326
$37,500$0$0
Pursuant to the Investment Advisory Agreement, the Issuer will pay the Investment Adviser a base management fee and an incentive fee.
Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 7, 2023 D
MSD PCOF Co-Investment A, L.P.
File 021-483548
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2022 D/A
MSD Alpine Credit Opportunity Fund, L.P.
File 021-373894
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2022 D/A
MSD SBAFLA Fund, L.P.
File 021-373944
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Nov 22, 2021 D
MSD WM Partners, L.P.
File 021-422041
$0$0$0None listed on this filingEDGAR ↗
Feb 22, 2021 D
MSD Private Credit Opportunity Fund (Cayman) 2, L.P.
File 021-390056
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2020 D
MSD Private Credit Opportunity Fund 2, L.P.
File 021-377966
$0$0$0None listed on this filingEDGAR ↗
May 5, 2020 D
MSD Special Investments Fund, L.P.
File 021-366301
$0$0$0None listed on this filingEDGAR ↗
May 5, 2020 D
MSD Special Investments Fund (Cayman), L.P.
File 021-366304
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2010 D
GAP Holdings, LLC
File 021-143292
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 10

Every issuer that named Robert Platek on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Bdt

MSD Investment Corp.

New York, NY · Jan 5, 2022 → Mar 27, 2026 · 8 filings
  • Mar 27, 2026 · D/A · $3,539,354,166 sold of Indefinite · 696 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 27, 2025 · D/A · $2,913,733,000 sold of Indefinite · 629 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 27, 2024 · D/A · $1,886,973,000 sold of Indefinite · 476 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Nov 29, 2023 · D · $750,000 sold of $750,000 · 250 investors · min. $3,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 30, 2023 · D/A · $1,052,663,000 sold of Indefinite · 219 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Jul 18, 2022 · D/A · $175,906,000 sold of Indefinite · 156 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 5, 2022 · D/A · $800,000,000 sold of Indefinite · 3 investors · min. $50,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 5, 2022 · D · $800,000,000 sold of Indefinite · 3 investors · min. $50,000 · role: Director, Executive Officer EDGAR ↗

Raised $3.54B from 696 investors as of the latest filing. Robert is listed as executive officer, director on 8 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD PCOF Co-Investment A, L.P.

New York, NY · Jun 7, 2023
  • Jun 7, 2023 · D · $92,500,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $92.5M from 4 investors as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD Alpine Credit Opportunity Fund, L.P.

New York, NY · Aug 24, 2020 → Mar 30, 2022 · 3 filings
  • Mar 30, 2022 · D/A · $281,000,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • Dec 21, 2020 · D/A · $112,010,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • Aug 24, 2020 · D · $104,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $281M from 50 investors as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD SBAFLA Fund, L.P.

New York, NY · Aug 24, 2020 → Mar 29, 2022 · 3 filings
  • Mar 29, 2022 · D/A · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • Aug 24, 2021 · D/A · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • Aug 24, 2020 · D · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $200M from 1 investor as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD WM Partners, L.P.

New York, NY · Nov 22, 2021
  • Nov 22, 2021 · D · $367,060,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $367.1M from 9 investors as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD Private Credit Opportunity Fund (Cayman) 2, L.P.

New York, NY · Feb 22, 2021
  • Feb 22, 2021 · D · $87,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $87.5M from 9 investors as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD Private Credit Opportunity Fund 2, L.P.

New York, NY · Oct 15, 2020
  • Oct 15, 2020 · D · $269,950,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $269.9M from 58 investors as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD Special Investments Fund (Cayman), L.P.

New York, NY · May 5, 2020
  • May 5, 2020 · D · $129,750,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $129.8M from 5 investors as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Bdt

MSD Special Investments Fund, L.P.

New York, NY · May 5, 2020
  • May 5, 2020 · D · $410,900,000 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $410.9M from 65 investors as of the latest filing. Robert is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Bdt

GAP Holdings, LLC

Dallas, TX · Jun 10, 2010
  • Jun 10, 2010 · D · $47,358,020 sold of $47,358,020 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $47.4M from 2 investors (100% of the $47.4M target) as of the latest filing. Robert is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Robert Platek — MD, 1 issuer, Aug 12, 2010 → Aug 12, 2010 · no shared issuer

People around Robert 23

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

M. MSD Partners, L.P.

Promoter · 3 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Robert Platek. Their page shows their other deals.

Management entity

MSD Capital (GP) VIII, LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

Marcello Ligouri

Executive Officer · 9 shared filings (7 issuers)

Marcello Ligouri is on 7 issuers in total — a repeat sponsor. Their page lists every one.

BW
No photo found yet (own website and image search run after this page is viewed)
Person

Brian S. Williams

Executive Officer · 8 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Robert Platek. Their page shows their other deals.

SR
No photo found yet (own website and image search run after this page is viewed)
Person

Saritha C. Reddy

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

James Chapman

Director · 8 shared filings (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

Marc A. Lisker

Executive Officer · 7 shared filings (5 issuers) · also on 4 other issuers

Marc A. Lisker is on 9 issuers in total — a repeat sponsor. Their page lists every one.

JB
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph Branch

Director · 6 shared filings (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

LR
No photo found yet (own website and image search run after this page is viewed)
Person

Louisa Rodriguez

Director · 6 shared filings (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

Marc R. Lisker

Executive Officer · 5 shared filings (3 issuers) · also on 35 other issuers

Marc R. Lisker is on 38 issuers in total — a repeat sponsor. Their page lists every one.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

Marcello Liguori

Promoter, Executive Officer · 4 shared filings (2 issuers) · also on 31 other issuers

Marcello Liguori is on 33 issuers in total — a repeat sponsor. Their page lists every one.

JW
No photo found yet (own website and image search run after this page is viewed)
Person

Jessica Whitt

Director · 2 shared filings (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

DQ
No photo found yet (own website and image search run after this page is viewed)
Person

David Quick

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Robert Platek. Their page shows their other deals.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Salter

Director · 1 shared filing (1 issuer) · also on 7 other issuers

Andrew Salter is on 8 issuers in total — a repeat sponsor. Their page lists every one.

EH
No photo found yet (own website and image search run after this page is viewed)
Person

Erik Hellum

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert Platek. Their page shows their other deals.

BF
No photo found yet (own website and image search run after this page is viewed)
Person

B. James Ford

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert Platek. Their page shows their other deals.

GL
No photo found yet (own website and image search run after this page is viewed)
Person

George Laughlin

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert Platek. Their page shows their other deals.

MO
No photo found yet (own website and image search run after this page is viewed)
Person

Matthew Olim

Director · 1 shared filing (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

NP
No photo found yet (own website and image search run after this page is viewed)
Person

Norman Philips

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

SN
No photo found yet (own website and image search run after this page is viewed)
Person

Shawn Nunn

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

BF
No photo found yet (own website and image search run after this page is viewed)
Person

Bob Freeman

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

BR
No photo found yet (own website and image search run after this page is viewed)
Person

Brendan Rogers

Executive Officer · 1 shared filing (1 issuer) · also on 15 other issuers

Brendan Rogers is on 16 issuers in total — a repeat sponsor. Their page lists every one.

DW
No photo found yet (own website and image search run after this page is viewed)
Person

Daniel J. Wilson

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert Platek. Their page shows their other deals.

The team behind the deals

Sponsor group

Bdt

77 issuers · 172 filings · $19.02B reported sold · 2009–2026

One team, 77 deal companies. Robert Platek is listed on 10 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Robert Platek.

Same business address

38 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 10 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records 1 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Robert Platek by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 10 issuers this person is listed on — 1 issuer has property records: GAP Holdings, LLC (1).

Public profiles and social

Websites and social links of the issuers Robert Platek is listed on: none on file. No website or social profile named in MSD Investment Corp.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #35,345 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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