PLATFORM PARTNERS LLC
CRD #286532 SEC #801-110170 HOUSTON, TX 713-335-2300
SEC Registered Private Funds
Total AUM
$840.8M
Discretionary
$840.8M
Employees
21
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $840.8M | $840.8M | $0 | 21 | 0 |
| Mar 2025 | $840.8M | $840.8M | $0 | 21 | 0 |
| Sep 2024 | $645.7M | $645.7M | $0 | 21 | 0 |
| Jun 2024 | $645.7M | $645.7M | $0 | 21 | 0 |
| Jun 2024 | $645.7M | $645.7M | $0 | 21 | 0 |
| Mar 2024 | $645.7M | $645.7M | $0 | 21 | 0 |
| Jun 2023 | $911.9M | $911.9M | $0 | 17 | 0 |
| Apr 2023 | $911.9M | $911.9M | $0 | 17 | 0 |
| Mar 2023 | $911.9M | $911.9M | $0 | 17 | 0 |
| Jan 2023 | $741.9M | $741.9M | $0 | 16 | 0 |
| Jun 2022 | $741.9M | $741.9M | $0 | 16 | 0 |
| Mar 2022 | $741.9M | $741.9M | $0 | 16 | 0 |
| Apr 2021 | $475.2M | $475.2M | $0 | 15 | 0 |
| Apr 2021 | $475.2M | $475.2M | $0 | 15 | 0 |
| Mar 2021 | $475.2M | $475.2M | $0 | 15 | 0 |
| Jan 2021 | $455.2M | $455.2M | $0 | 15 | 0 |
| Apr 2020 | $412.4M | $412.4M | $0 | 14 | 0 |
| Mar 2019 | $463.2M | $463.2M | $0 | 15 | 0 |
| Apr 2018 | $477.3M | $477.3M | $0 | 11 | 0 |
| Feb 2018 | $477.3M | $477.3M | $0 | 11 | 0 |
| Jul 2017 | $304.4M | $304.4M | $0 | 11 | 1 |
| Jun 2017 | $304.4M | $304.4M | $0 | 11 | 1 |
| Jun 2017 | $304.6M | $304.6M | $0 | 11 | 1 |
| May 2017 | $294.5M | $294.5M | $0 | 10 | 1 |
DateJun 2025
Total AUM$840.8M
Discretionary$840.8M
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$840.8M
Discretionary$840.8M
Non-Disc.$0
Employees21
Clients0
DateSep 2024
Total AUM$645.7M
Discretionary$645.7M
Non-Disc.$0
Employees21
Clients0
DateJun 2024
Total AUM$645.7M
Discretionary$645.7M
Non-Disc.$0
Employees21
Clients0
DateJun 2024
Total AUM$645.7M
Discretionary$645.7M
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$645.7M
Discretionary$645.7M
Non-Disc.$0
Employees21
Clients0
DateJun 2023
Total AUM$911.9M
Discretionary$911.9M
Non-Disc.$0
Employees17
Clients0
DateApr 2023
Total AUM$911.9M
Discretionary$911.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$911.9M
Discretionary$911.9M
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$741.9M
Discretionary$741.9M
Non-Disc.$0
Employees16
Clients0
DateJun 2022
Total AUM$741.9M
Discretionary$741.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$741.9M
Discretionary$741.9M
Non-Disc.$0
Employees16
Clients0
DateApr 2021
Total AUM$475.2M
Discretionary$475.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2021
Total AUM$475.2M
Discretionary$475.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$475.2M
Discretionary$475.2M
Non-Disc.$0
Employees15
Clients0
DateJan 2021
Total AUM$455.2M
Discretionary$455.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2020
Total AUM$412.4M
Discretionary$412.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$463.2M
Discretionary$463.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2018
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees11
Clients0
DateFeb 2018
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees11
Clients0
DateJul 2017
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees11
Clients1
DateJun 2017
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees11
Clients1
DateJun 2017
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees11
Clients1
DateMay 2017
Total AUM$294.5M
Discretionary$294.5M
Non-Disc.$0
Employees10
Clients1