Investment adviser · CRD 286532
PLATFORM PARTNERS LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $825M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $824,834,000 | 100.0% |
Filing source
Form ADV 2135604 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PLATFORM PARTNERS INVESTMENT COMPANY LLCPrivate Equity Fund · Last reported Sep 29, 2026$741MGross asset value
Form D fundraising filings
Platform Partners Investment Co LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MOSS ADAMS
PCAOB 659
Fund details & source
- Fund ID
- 805-4038980981
- Reported beneficial owners
- 212
- Minimum commitment
- $1M
- Form D file number
- 021-143940
- Form D file number
- 021-285162
- Form D file number
- 021-525287
Form ADV 2135604 · Sep 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SOUTH COAST CO-INVESTMENT HOLDINGS LLCPrivate Equity Fund · Last reported Sep 29, 2026$84.2MGross asset value
Form D fundraising filings
South Coast Co-Investment Holdings LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
WEAVER AND TIDWELL, L.L.P
PCAOB 410
AVIDITI FINANCIAL, LLC
CRD 309026 · SEC 8-70523
Fund details & source
- Fund ID
- 805-3072967453
- Reported beneficial owners
- 15
- Minimum commitment
- $1M
- Form D file number
- 021-426870
Form ADV 2135604 · Sep 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PLATFORM PARTNERS CAPITAL LLCPrivate Equity Fund · Last reported Apr 13, 2021$147MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MOSS ADAMS
PCAOB 659
Fund details & source
- Fund ID
- 805-2150443969
- Reported beneficial owners
- 123
- Minimum commitment
- $1M
- Form D file number
- 021-303788
Form ADV 1530800 · Apr 13, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1717 WEST LOOP SOUTH, SUITE 1900HOUSTON, TX, 77027, United States
CRD 286532
Filing source
Form ADV 2135604 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.