Platform Partners LLC
SEC RegisteredWe're here to help grow companies and their legacies.
About the firm
Platform LLC invests through a perpetual capital model that allows long-term partnerships with great entrepreneurs. Unlike private equity firms, their long-term outlook and flexible investment approach is designed to match each company's individual goals, whether owners sell control or maintain it.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Growth capital, recapitalization, family business ownership transitions, management buyouts, startup capital commitments, and equity-based debt payoff solutions, acting as a strategic partner with hands-on support and access to a network of advisors.
Who they serve
Entrepreneurs and business owners seeking growth capital, recapitalization, family business transitions, management buyouts, startup capital, or debt payoff solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $825M |
Leadership
Office locations
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Platform Partners LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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