|
⚲
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| Platform Partners LLC
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| |
|---|---|
| CRD # | 286532 |
| SEC # | 801-110170 |
| CIK # | 0001494709 |
| AUM | $645.7 MM (2024-06-05) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 713-335-2300 |
| Address | 1717 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | South Coast Co-Investment Holdings LLC | [2022-03-30] | 54.5 | 55.6 |
| PE | Platform Partners Capital LLC | [2018-02-07] | 129.1 | 146.6 |
| PE | Platform Partners Investment Company LLC | [2017-05-04] | 75.0 | 590.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 645.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 645.7 |
| By Discretionary | ||
| Discretionary | 2 | 645.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 645.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 645.7 | |
| Total | 2 | 645.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Fred Lummis | 18 | ||
| Bradley Morgan | 13 | ||
| Frederick Brazelton | 12 | ||
| Nick Nebard | 9 | ||
| Jeremy Newsom | 4 | ||
| Frederick Lummis | 3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001494709] |
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