Form D · Private Equity Fund
Platform Partners Capital LLC
Houston, TX · CIK 0001728640
Offering snapshot reported Jan 22, 2018 · SEC filing
- Reported sold
- $129M Indefinite offering
- Investors reported
- 116 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 8, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 22, 2018 | Initial | $129,060,000 | No comparison | 116 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-303788
Source: Form D, filed Jan 22, 2018. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
PLATFORM PARTNERS CAPITAL LLC
Investment adviser: PLATFORM PARTNERS LLC
- Gross asset value
- $147M
- Beneficial owners
- 123
- ADV minimum commitment
- $1M
Reported in Form ADV on Apr 13, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MOSS ADAMS
PCAOB 659
Filing source
Form ADV 1530800 · Apr 13, 2021 · Schedule D 7.B.(1), fund 805-2150443969
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Frederick W. Brazelton | Director |
| Fred R. Lummis | Director |
| Bradley L. Morgan | Director |
| Jeremy A. Newsom | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Houston, TX, 77027