Platform Partners LLC provides investment management services to two private pooled investment vehicles. Platform offers discretionary investment advice tailored to each company’s investment objectives and guidelines. Interests in the companies are privately offered to institutional investors and high-net-worth individuals who are qualified purchasers. Platform also provides managerial and administrative services, including identifying potential investments, recommending strategies, monitoring performance, and preparing compliance reports.
Assets Under Management$840M
Clients2
AdvisorsN/A
Avg. per Client$420M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Platform Partners manages investments for private investment funds, not individual investors. Therefore, there are no direct investment management fees for individual clients.
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