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PLATFORM TECHNOLOGY PARTNERS
PLATFORM TECHNOLOGY PARTNERS LLC
CRD 305602 · SEC 801-117439
63 FOREST AVENUE, LOCUST VALLEY, NY, 11560, United States
Phone
212-444-2362
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.11B
Team
12 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 535 | $136.6M |
| High net worth individuals | 336 | $1.06B |
| Pension/profit sharing plans | 1 | $3.5M |
| Charitable organizations | 1 | $250K |
| Corporations/business entities | 14 | $32.4M |
States served
CA, GA, MD, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD