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 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
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 3FREDERICK BRAZELTON
CEOCRD 5513251
BRADLEY MORGAN
Co-CEOCRD 3249055
LAURA THOMPSON
Chief Financial OfficerCRD 7719828
Contacts
1 of 1FREDERICK 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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