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CRD 286532
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PLATFORM PARTNERS INVESTMENT COMPANY LLC | Private Equity Fund | $590M | Sep 26, 2024 | 177 | May 4, 2017 | reported | 021-143940 |
| PLATFORM PARTNERS CAPITAL LLC | Private Equity Fund | $147M | Apr 13, 2021 | 123 | Feb 7, 2018 | dropped | 021-303788 |
| SOUTH COAST CO-INVESTMENT HOLDINGS LLC | Private Equity Fund | $55.6M | Sep 26, 2024 | 18 | Mar 30, 2022 | reported | 021-426870 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRAZELTON, FREDERICK, WALTER | Member | C | yes | 02/2017 | Mar 9, 2017 | Sep 26, 2024 |
| BRAZELTON, FREDERICK, WALTER | CHIEF EXECUTIVE OFFICER | Na | yes | 04/2017 | Mar 9, 2017 | Sep 26, 2024 |
| BRAZELTON, FREDERICK, WALTER | LIMITED PARTNER | C | yes | 02/2017 | Mar 9, 2017 | Sep 26, 2024 |
| LUMMIS, FREDERICK, RICE | Chairman | Na | yes | 02/2017 | Mar 9, 2017 | Sep 26, 2024 |
| MORGAN, BRADLEY, LEWIS | LIMITED PARTNER | C | yes | 04/2017 | Mar 9, 2017 | Sep 26, 2024 |
| MORGAN, BRADLEY, LEWIS | Member | C | yes | 04/2017 | Mar 9, 2017 | Sep 26, 2024 |
| MORGAN, BRADLEY, LEWIS | President | Na | yes | 04/2017 | Mar 9, 2017 | Sep 26, 2024 |
| PLATFORM PARTNERS HOLDINGS GP LLC | GENERAL PARTNER | F | yes | 02/2017 | Mar 9, 2017 | Sep 26, 2024 |
| PLATFORM PARTNERS HOLDINGS GP LLC | MANAGING MEMBER | Na | yes | 02/2017 | Mar 9, 2017 | Sep 26, 2024 |
| PLATFORM PARTNERS HOLDINGS LP | Member | E | yes | 02/2017 | Mar 9, 2017 | Sep 26, 2024 |
| THOMPSON, LAURA, ELIZABETH | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Mar 30, 2023 | Sep 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BRADLEY LEWIS MORGAN | n/a | n/a | n/a | Y | no | n/a |
| FREDERICK RICE LUMMIS | n/a | n/a | n/a | Y | no | n/a |
| FREDERICK WALTER BRAZELTON | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $825M | $825M | 22 | 16 | 0 | 2 | n/a |
| 2024 | Mar 31, 2025 | $841M | $841M | 21 | 14 | 0 | 2 | n/a |
| 2023 | Mar 29, 2024 | $646M | $646M | 21 | 14 | 0 | 2 | $646M |
| 2022 | Mar 30, 2023 | $912M | $912M | 17 | 13 | 0 | 2 | $912M |
| 2021 | Mar 30, 2022 | $742M | $742M | 16 | 12 | 0 | 2 | $742M |
| 2020 | Mar 30, 2021 | $475M | $475M | 15 | 11 | 0 | 1 | $475M |
| 2019 | Apr 20, 2020 | $412M | $412M | 14 | 10 | 0 | 2 | $412M |
| 2018 | Mar 30, 2019 | $463M | $463M | 15 | 11 | 0 | 2 | $463M |
| 2017 | Feb 7, 2018 | $477M | $477M | 11 | 10 | 0 | 2 | $477M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $825M | $841M | -1.9% | $912M | -3.3% | 22 | 21 | 0 | 0 |