PPrivate Fund Data Log in Join · $37/mo

Platform Partners LLC

● SEC registered since 2017CRD 286532SEC# 801-110170Houston, TX
Export (members)
Ranks #2,901 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$840.8M
Fund GAV
$840.8M
Private funds
2
Employees
21
Accounts
2
Location
Houston, TX

Platform Partners LLC assets under management

Platform Partners LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2017. It reports $840.8 million in regulatory assets under management and employs 21 people. Platform Partners LLC manages 2 private funds with combined gross assets of $840.8 million, including Platform Partners Investment Company LLC. By regulatory assets, it ranks 2,901 of 5,911 private fund managers.

Platform Partners LLC private funds

2 funds · $840.8M GAV
FundTypeGross assetsMin.
Platform Partners Investment Company LLCPrivate Equity$775.2M$1M
South Coast Co-Investment Holdings LLCPrivate Equity$65.6M$1M

Platform Partners LLC owners & executives

11 reported
NameTitleOwnershipSince
Bradley Lewis Morgan ControlPresidentUnder 5%2017
Frederick Rice Lummis ControlChairmanUnder 5%2017
Frederick Walter Brazelton ControlChief Executive OfficerUnder 5%2017
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Platform Partners LLC manage?

Platform Partners LLC reports $840.8 million in regulatory assets under management on its Form ADV.

How many private funds does Platform Partners LLC manage?

Platform Partners LLC manages 2 private funds with combined gross assets of $840.8 million.

How many employees does Platform Partners LLC have?

Platform Partners LLC reports 21 employees.

Where is Platform Partners LLC located?

Platform Partners LLC is based in Houston, TX and has been SEC-registered since 2017.

Does Platform Partners LLC disclose fund performance?

Platform Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1717 West Loop South, Suite 1900, Houston, TX 77027
Phone713-335-2300
Fax713-335-2310
Office hours8 To 5
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$840.8M
Non-discretionary$0
Total (RAUM)$840.8M

Service providers