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PLATFORM TECHNOLOGY PARTNERS
Legal name: PLATFORM TECHNOLOGY PARTNERS LLC
CRD 305602File 801-117439
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.