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PLATFORM PARTNERS LLC

CRD 286532 · SEC 801-110170

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1717 WEST LOOP SOUTH, SUITE 1900, HOUSTON, TX, 77027, United States

Phone

713-335-2300

Fax

713-335-2310

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$824.8M

Discretionary AUM

$824.8M

Team

22 total employees; 16 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees; MONITORING, TRANSACTION, SIMILAR FEES, REIMB OF TAX PREP

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$824.8M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD