TRANSPOSE PLATFORM MANAGEMENT, LLC

CRD 287674File 801-110689

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.65B

Top 25% of cohort (national)

Discretionary AUM

$1.84B

Non-discretionary $814.4M

Clients

54 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 23, 2017
Principal office: 4201 MAIN STREET, #200, HOUSTON, TX, 77002
Phone: 415-625-2720, EXT. 110
Website: HTTPS://TRANSPOSEPLATFORM.VC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.65B
Discretionary AUM: $1.84B
Non-discretionary AUM: $814.4M
Discretionary accounts: 46
Non-discretionary accounts: 8
Total accounts: 54
AUM per client: $49.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	54	$2.65B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	15	23	increased by8
Apr 1, 2026	Clients	46	54	increased by8
Apr 1, 2026	AUM	$2,459,529,997	$2,649,824,366	increased by$190,294,369
Apr 1, 2026	Accounts	46	54	increased by8
May 1, 2025 vs Oct 1, 2022	Employees	14	15	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	40	46	increased by6
May 1, 2025 vs Oct 1, 2022	AUM	$1,781,699,720	$2,459,529,997	increased by$677,830,277
May 1, 2025 vs Oct 1, 2022	Accounts	40	46	increased by6
May 1, 2022	Clients	37	40	increased by3
May 1, 2022	AUM	$1,600,118,036	$1,781,699,720	increased by$181,581,684
May 1, 2022	Accounts	37	40	increased by3
Apr 1, 2022	Employees	10	14	increased by4
Apr 1, 2022	Clients	25	37	increased by12
Apr 1, 2022	AUM	$755,020,456	$1,600,118,036	increased by$845,097,580
Apr 1, 2022	Accounts	25	37	increased by12

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TRANSPOSE PLATFORM” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRANSPOSE PLATFORM” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.