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PLATFORM TECHNOLOGY PARTNERS
Legal name: PLATFORM TECHNOLOGY PARTNERS LLC
CRD 305602File 801-117439
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.11B
Non-discretionary $123.5M
Clients
887
2,257 accounts
Employees
12
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 7, 2019
- Principal office
- 63 FOREST AVENUE, LOCUST VALLEY, NY, 11560
- Phone
- 212-444-2362
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $123.5M
- Discretionary accounts
- 2,032
- Non-discretionary accounts
- 225
- Total accounts
- 2,257
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $32.4M |
| Charitable organizations | Fewer than 5 | $250K |
| High net worth individuals | 336 | $1.06B |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 535 | $136.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Clients | 771 | 887 | increased by116 |
| Apr 1, 2026 | AUM | $1,090,849,298 | $1,228,845,049 | increased by$137,995,751 |
| Apr 1, 2026 | Accounts | 1,939 | 2,257 | increased by318 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 449 | 771 | increased by322 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $668,336,065 | $1,090,849,298 | increased by$422,513,233 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,266 | 1,939 | increased by673 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 363 | 449 | increased by86 |
| Apr 1, 2022 | AUM | $561,165,657 | $668,336,065 | increased by$107,170,408 |
| Apr 1, 2022 | Accounts | 1,121 | 1,266 | increased by145 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLATFORM TECHNOLOGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLATFORM TECHNOLOGY” 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.