Platform Partners LLC
● SEC registered since 2017CRD 286532SEC# 801-110170Houston, TX
Ranks #3,249 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$824.8M
Fund GAV
$824.8M
Private funds
2
Employees
22
Accounts
2
Location
Houston, TX
Platform Partners LLC assets under management
Platform Partners LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2017. It reports $824.8 million in regulatory assets under management and employs 22 people. Platform Partners LLC manages 2 private funds with combined gross assets of $824.8 million, including Platform Partners Investment Company LLC. By regulatory assets, it ranks 3,249 of 6,030 private fund managers.
Platform Partners LLC private funds
2 funds · $824.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Platform Partners Investment Company LLC | Private Equity | $740.6M | $1M |
| South Coast Co-Investment Holdings LLC | Private Equity | $84.2M | $1M |
Platform Partners LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Lewis Morgan Control | Co-Chief Executive Officer | Under 5% | 2017 |
| Frederick Rice Lummis Control | Chairman | Under 5% | 2017 |
| Frederick Walter Brazelton Control | Co-Chief Executive Officer | Under 5% | 2017 |
| Laura Elizabeth Thompson Control | Chief Compliance Officer | Under 5% | 2023 |
| Platform Partners Holdings GP LLC Control | Managing Member | Under 5% | 2017 |
| Platform Partners Holdings LP Control | Member | Over 75% | 2017 |
| Bradley Lewis Morgan Control | Limited Partner | 25-50% | 2017 |
| Bradley Lewis Morgan Control | Member | 25-50% | 2017 |
| Frederick Walter Brazelton Control | Member | 25-50% | 2017 |
| Frederick Walter Brazelton Control | Limited Partner | 25-50% | 2017 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Platform Partners LLC manage?
Platform Partners LLC reports $824.8 million in regulatory assets under management on its Form ADV.
How many private funds does Platform Partners LLC manage?
Platform Partners LLC manages 2 private funds with combined gross assets of $824.8 million.
How many employees does Platform Partners LLC have?
Platform Partners LLC reports 22 employees.
Where is Platform Partners LLC located?
Platform Partners LLC is based in Houston, TX and has been SEC-registered since 2017.
Does Platform Partners LLC disclose fund performance?
Platform Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1717 West Loop South, Suite 1900, Houston, TX 77027 |
| Phone | 713-335-2300 |
| Fax | 713-335-2310 |
| Office hours | 8 To 5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$824.8M▼ 2%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,306 advisers
AUM vs fund managersTop 54%
Larger than 46% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$824.8Mregulatory AUM
Discretionary $824.8M
Service providers
Auditor
Custodian