Platform Partners LLC

RIASEC Registered

Total AUM

$825M

Discretionary

$825M

100% of AUM

Avg account

$412M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Platform Partners LLC is a limited liability company that operates as a private equity fund manager and provides portfolio management for pooled investment vehicles. The firm is registered with the SEC (registered in 2017) and targets institutional clients rather than retail households. It functions both as an allocator to third-party alternative managers and as a sponsor/GP/managing member of pooled vehicles, handling advisory and manager roles for its private funds. Its compensation mix includes percentage-of-AUM fees alongside performance-based fees and other arrangements, consistent with private fund economics. Platform Partners is not identified as an active ESG investor and is structured as a domestic entity with individual ownership elements.