Transpose Platform Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$2.6B
Discretionary
$1.8B
69% of AUM
Avg account
$49.1M
Accounts
54
Employees
23
Advisory reps
3

Firm details

Headquarters
Houston, Texas
CRD number
287674
Registered since
June 23, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Transpose Platform Management, LLC is a private investment firm organized as an LLC and registered with the SEC in 2017. The firm operates mainly for institutional clients and is owned by an individual. Its stated activity mix centers on managing pooled investment vehicles and selecting external advisers for those vehicles; it also serves as sponsor, general partner and managing member for the funds it oversees. Transpose identifies itself across several manager roles — private equity, venture capital and a broader multi-strategy fund manager — and charges a mix of percentage-of-AUM, fixed and performance-based fees. The firm does not position itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gary Anderson

    Gary Anderson

    Chief Financial OfficerCRD 7733912

Contacts

2 of 2
  • Alex Bangash

    Alex Bangash

    Co-Founder & Managing DirectorCRD 6583502

  • Justin Kelley

    Justin Kelley

    General CounselCRD 8006798

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
4201 Main St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth