Form D · Private Equity Fund

Platform Partners Investment Co LLC

Houston, TX · CIK 0001494709

Offering snapshot reported Sep 27, 2024 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 27, 2024InitialYet to sellNo comparison0SEC filing
Apr 19, 2017Initial$75,000,000No comparison79SEC filing
Jun 23, 2010InitialYet to sellNo comparison0SEC 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
021-525287

Source: Form D, filed Sep 27, 2024. 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 INVESTMENT COMPANY LLC

Investment adviser: PLATFORM PARTNERS LLC

Gross asset value
$741M
Beneficial owners
212
ADV minimum commitment
$1M

Reported in Form ADV on Sep 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MOSS ADAMS HOUSTON, Texas, United States
Custodian AMEGY BANK, NA HOUSTON, Texas, United States Related to adviser: No
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Custodian FIDELITY CINCINNATI, Ohio, United States Related to adviser: No
Custodian HUNTINGTON BANK COLUMBUS, Ohio, United States Related to adviser: No
Custodian MORGAN STANLEY HOUSTON, Texas, United States Related to adviser: No
Custodian VERITEX COMMUNITY BANK DALLAS, Texas, United States Related to adviser: No
Custodian ZIONS BANCORPORATION, NATIONAL ASSOCIATION SALT LAKE CITY, Utah, United States Related to adviser: No
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 2135604 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-4038980981

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.

People and organizations reported in Form D filings
NameReported role
Frederick W. Brazelton Director, Executive
Fred R. Lummis Director, Executive
Bradley L. Morgan Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1717 West Loop South Suite 1900
Houston, TX, 77027