About Platinum Ridge Private Equity Fund, L.P.

Platinum Ridge Private Equity Fund, L.P. is a private investment fund designed to help retirement savers and their financial advisors access the long-term benefits of private equity—without the traditional barriers.

Structured like an open-ended mutual fund, Platinum Ridge gives investors the opportunity to diversify their retirement portfolios by investing in private businesses and assets that are typically out of reach for everyday investors. The key difference? While direct investments are limited to accredited investors, retirement savers can participate through a Self-Directed IRA, either by making new monthly contributions or rolling over funds from an existing IRA or 401(k).

A Smarter Way to Build a Retirement Portfolio

At Platinum Ridge, we don’t just collect businesses—we build them into a unified strategy. Every investment is part of a larger, intentional business model designed to generate sustainable cash flow and long-term growth.

We begin with a foundational investment—a strong business that anchors the portfolio. Then we add complementary investments that strategically support and enhance the core. These may include businesses that:

· Supply inputs to the foundational company,

· Utilize its outputs,

· Serve the same customers, or

· Provide access to new markets or demographics.

This approach creates powerful synergies that reduce costs, expand revenue potential, and increase the overall value of the portfolio over time.

For Retirement Savers

If you’re planning for retirement and looking for something beyond traditional stocks, bonds, or mutual funds, Platinum Ridge offers a private equity solution accessible through a Self-Directed IRA:

· Invest monthly through your SDIRA, or

· Rollover funds from an existing IRA or 401(k) plan

With this strategy, your retirement account can own private businesses that are selected for their growth potential, stability, and alignment with the fund’s core operations.

For Financial Advisors

Platinum Ridge is built with financial advisors in mind. We offer a transparent, business-first investment model that aligns with long-term planning objectives, allowing you to offer clients access to institutional-style private equity through a retirement-friendly structure.

Benefits include:

· A disciplined portfolio strategy designed for consistent cash flow and appreciation

· Access to alternative investments without giving up retirement account benefits

· A fund that complements traditional asset allocation models and improves diversification

Platinum Ridge Private Equity Fund, L.P. is redefining how retirement portfolios access private equity—making it smarter, more strategic, and accessible through the vehicles investors already use.

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