PLATFORM PARTNERS LLC

RIASEC RegisteredEst. 2017
Total AUM
$825M
Discretionary
$825M
100% of AUM
Avg account
$412M
Accounts
2
Employees
22
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
286532
Registered since
March 21, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Platform Partners LLC is a private equity–focused investment manager that serves institutional clients through pooled investment vehicles. The firm’s registered activity centers on portfolio management for private funds, and it typically acts as sponsor, general partner and managing member for those vehicles. Platform Partners leans into externally managed alternative strategies and direct private-market investments rather than broad retail advisory accounts. Its fee model combines a percentage-of-assets component with performance‑based fees, consistent with a manager that runs private funds and takes carried interest-style economics. The firm is SEC‑registered since 2017 and is organized as a limited liability company. Its stated client base is institutional, and it is not presented as a multi‑state adviser, pension consultant, or active ESG investor. Platform Partners does not list itself as a capital allocator; instead, its role is concentrated on operating and managing pooled private investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth