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PLATFORM PARTNERS LLC

HOUSTON, TX · CRD 286532 · IAPD ↗ · platformllc.com · 713-335-2300

$824.8MRegulatory AUM
16Advisory reps
22Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2025 — PLATFORM PARTNERS LLC reported RAUM up 30% ($645.7M -> $840.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2024 — PLATFORM PARTNERS LLC reported RAUM down 29% ($911.9M -> $645.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.