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 manager focused on pooled investment vehicles with a primary tilt toward private equity and venture capital. The firm acts as sponsor, general partner and managing member on its sponsored vehicles and also provides selection-of-adviser services for funds under management. Its client base is institutional, and its advisory work centers on portfolio management for pooled funds rather than on direct retail wealth management. Fee arrangements include percentage-of-AUM fees alongside fixed fees and performance-based compensation, a structure that aligns incentives for carry and returns in private fund formats. Transpose does not present itself as an active ESG investor. Investment activity emphasizes fund-level exposure rather than single-stock portfolio management: the firm builds and manages private funds, allocates to external alternative managers when appropriate, and retains control roles in vehicles where it serves as GP or managing member.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Chief Financial OfficerCRD 7733912

Contacts

2 of 2
  • ALEX BANGASH

    Co-Founder & Managing DirectorCRD 6583502

  • 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