Platform Partners

Private Equity SEC-registered adviser

Legal name: Platform Partners LLC

Houston, TX Website

AUM

$824.8M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$824.8M
Gross asset value

Employees

22

Last Form D raise

Dec 2021
Most recent fund filing

From SEC Form ADV filing (filed Sep 29, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Bradley Morgan
Co-Chief Executive Officer
Source: SEC Form ADV
F
Frederick Brazelton
Co-Chief Executive Officer
Source: SEC Form ADV
F
Frederick Lummis
Chairman
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
South Coast Co-Investment Holdings LLCPrivate Equity$84.2M$54.5M18Dec 2021Cold
Platform Partners Investment Company LLCPrivate Equity$740.6M$75.0M79Apr 2017Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
286532
SEC file number
801-110170

Sources