Transpose Platform Management, LLC

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

Firm details

Headquarters
Katy, 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 privately held manager that operates primarily in private equity and venture capital strategies while also functioning as a multifaceted fund manager. The firm is registered with the SEC (registered in 2017) and serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles and the selection of third‑party advisers. Transpose acts as sponsor, general partner and managing member of pooled vehicles, and its owner type is listed as individual. The firm uses a mix of percentage‑of‑AUM, fixed, and performance‑based fee structures and does not identify as an active ESG investor.

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

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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

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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

Katy, TX

Fort Bend

Location

Katy, TX

Headquartered in Katy, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Fort Bend
Address
25140 Kingsland Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth