# Platform Partners

Platform Partners is an Asset Manager based in Houston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 1717 West Loop South, Suite 1900, Houston, TX 77027
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** platformllc.com
- **LinkedIn:** https://www.linkedin.com/company/platform-partners-llc

## Regulatory record

- **CRD number:** 286532
- **SEC file number:** 801-117439
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286532

## About

Platform Partners is an SEC-registered investment adviser in Locust Valley, NY, since 2019. The firm manages $1.2 billion in assets, $1.1 billion on a discretionary basis. It has 22 employees and 9 investment advisers.

## Sectors

- Energy Transition & Renewables
- Business Services
- Financial Services
- Healthcare Services
- Construction & Engineering
- Industrial Services
- Specialty Chemicals
- Staffing

## People

- Fred Lummis — Chairman
- Fred Brazelton — Co-CEO
- Jeremy Newsom — Executive Vice President
- Rich Robinson — Operating Partner - Technology
- Laura Rountree — Controller

## Questions

### Who runs investment decisions at Platform Partners?

Chairman Fred Lummis and Co-CEO Fred Brazelton lead the firm. Executive Vice President Jeremy Newsom also plays a central role in deal execution. The website states the management team is the largest cash investor in Platform Partners, so decisions are made by principals with their own capital at stake.

### How is Platform Partners' capital structured, and how does that affect deal-making?

The firm uses a perpetual capital model rather than raising traditional closed-end funds. This removes the pressure to exit investments on a fixed timeline, allowing the firm to hold portfolio companies indefinitely. The structure is designed to align with owner-operators who do not want a forced sale in five to seven years.

### What investment stages does Platform Partners typically target?

The firm covers a wide range: startup capital for proven management teams launching a new entity, growth equity for expansion or acquisitions, recapitalizations for family businesses seeking partial liquidity, and full management buyouts of retiring owners. The common thread is being the first institutional capital into a founder-owned company.

### Which sectors does Platform Partners explicitly avoid?

No explicit sector exclusions are published. The portfolio reveals a focus on energy services, business and financial services, healthcare, industrial services, and specialty chemicals. Consumer-facing technology, biotech, and media do not appear in disclosed investments.

### How is Platform Partners different from a standard Houston private equity firm?

The permanent capital base is the structural difference. Most private equity firms must sell or IPO portfolio companies within a fund's life. Platform Partners' model allows it to hold a business permanently, which the firm argues makes it a better fit for owners who care about legacy and long-term growth over a quick liquidity event.

## Related profiles

- [Pivot Investment Partners](https://altss.com/profile/pivot-investment-partners)
- [Premier Partners](https://altss.com/profile/premier-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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