|
⚲
|
| Keyboard |
| Platform Technology Partners LLC
✚
|
|
|---|---|
| CRD # | 305602 |
| SEC # | 801-117439 |
| CIK # | 0001830817 |
| AUM | 1,228.8 M (2026-03-31) |
| Employees | 12 (75% Investors, 67% Brokers) |
| Phone | 212-444-2362 |
| Address | 63 Forest Avenue Locust Valley, NY 11560 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001830817 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.2 | ||
| Nvidia Corp | 22.8 | ||
| Microsoft Corp | 15.8 | ||
| Amazon Com Inc | 14.3 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Alphabet Inc | 8.4 | ||
| Facebook Inc | 7.7 | ||
| Alphabet Inc | 7.4 | ||
| Apollo Global Management Inc | 7.2 | ||
| Tesla Motors Inc | 7.1 | ||
| Johnson & Johnson | 6.2 | ||
| Chevron Corp | 5.5 | ||
| United Technologies Corp /DE/ | 5.1 | ||
| SPDR Gold Trust | 5.0 | ||
| Goldman Sachs Group Inc | 4.9 | ||
| Lam Research Corp | 4.6 | ||
| Blackstone Group LP | 4.4 | ||
| Visa Inc | 4.1 | ||
| FPL Group Inc | 3.9 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Northeast-PTP SPV Fund VI LP | 2026-03-31 | 2.3 M | |
| Other | Northeast-PTP SPV Fund V LP | 2026-03-31 | 7.5 M | |
| Other | Northeast-PTP SPV Fund IV 3 C 1 LP | 2025-03-31 | 11.1 M | |
| Other | Northeast-PTP SPV Fund IV LP | 2024-03-28 | 16.9 M | |
| Other | Northeast-PTP SPV Fund II LP | 2022-03-22 | 2.0 M | |
| Other | Northeast-PTP SPV Fund I LP | 2022-03-22 | 11.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 535 | 136.6 |
| (b) Individuals (high net worth individuals) | 336 | 1,056.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.5 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 32.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,257 | 1,228.8 |
| By Discretionary | ||
| Discretionary | 2,032 | 1,105.4 |
| Non-Discretionary | 225 | 123.5 |
| Total | 2,257 | 1,228.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,228.8 | |
| Total | 2,257 | 1,228.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001830817] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Middleton & Company Inc
✚
|
MA | 1,234.2 M |
|
Aspire Capital Advisors LLC
✚
|
WA | 1,234.2 M |
|
Three Seasons Wealth
✚
|
UT | 1,233.8 M |
|
SC&H Financial Advisors Inc
✚
|
MD | 1,231.0 M |
|
Prudent Management Associates
✚
|
PA | 1,228.7 M |
|
Berkshire Money Management Inc
✚
|
MA | 1,227.1 M |
|
Slater Investments Limited
✚
|
1,226.3 M | |
|
Decisionpoint Financial LLC
✚
|
AZ | 1,224.3 M |
|
Parkway Wealth Management Group LLC
✚
|
TX | 1,221.6 M |
|
Investment Metrics LLC
✚
|
AZ | 1,221.0 M |