Skip to main content

PLATFORM PARTNERS LLC

SEC Form ADV profile.

Total regulatory AUM
$824,834,000
Discretionary
$824,834,000
Non-discretionary
$0

Firm details

CRD number
286532
SEC file number
801-110170
Main office
HOUSTON, TX, United States
Employees
22
SEC status
Approved
Fee structure
Percentage of AUM Performance-based Other

As of October 2026.