PLATFORM PARTNERS LLC

PLATFORM PARTNERS LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 286532). Regulatory assets under management: $824.8M.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos.

Officers, owners & control persons (10)

NameRoleLocation
Frederick Walter BrazeltonCHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER; LIMITED PARTNER (+1 more)
Morgan Sierra LewisEXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER; LIMITED PARTNER; MEMBER (+1 more)
Bradley Lewis MorganCO-CHIEF EXECUTIVE OFFICER; LIMITED PARTNER; MEMBER (+1 more)
Frederick Rice LummisCHAIRMAN
Laura Elizabeth ThompsonCHIEF COMPLIANCE OFFICER
LUMMIS FREDERICK RICECHAIRMAN
BRAZELTON FREDERICK WALTERCHIEF EXECUTIVE OFFICER; LIMITED PARTNER; MEMBER (+1 more)
MATTINA KATHYCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
MATTINA KATHY CHAMBERSCHIEF COMPLIANCE OFFICER
THOMPSON LAURA ELIZABETHCHIEF COMPLIANCE OFFICER

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
PLATFORM PARTNERS INVESTMENT COMPANY LLCPrivate Equity FundDelaware212$740.6M$1.0M
SOUTH COAST CO-INVESTMENT HOLDINGS LLCPrivate Equity FundDelaware15$84.2M$1.0M

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