Platform Partners LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 286532
- Registered since
- March 21, 2017
- Website
- platformllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Platform Partners LLC is a privately held LLC that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm, SEC-registered since 2017, acts as sponsor, general partner and managing member of its funds and provides portfolio management for those pooled vehicles rather than serving as a broad capital allocator. Its fee arrangements include asset-based fees, performance-linked fees and other fee components. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Frederick Brazelton
CEOCRD 5513251
Bradley Morgan
Co-CEOCRD 3249055
Laura Thompson
Chief Financial OfficerCRD 7719828
Contacts
1 of 1
Frederick Lummis
ChairmanCRD 2239148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1717 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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