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| Platform Technology Partners LLC
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| CRD # | 305602 |
| SEC # | 801-117439 |
| CIK # | 0001830817 |
| AUM | $1.1 B (2025-03-31) |
| Employees | 11 (73% Investors, 73% Brokers) |
| Phone | 212-444-2362 |
| Address | 475 Fifth Ave New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001830817 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.6 | ||
| Microsoft Corp | 17.8 | ||
| Amazon Com Inc | 12.4 | ||
| Nvidia Corp | 11.2 | ||
| Apollo Global Management Inc | 9.8 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Facebook Inc | 7.3 | ||
| Tesla Motors Inc | 4.9 | ||
| Alphabet Inc | 4.5 | ||
| VISA Inc | 4.2 | ||
| Alphabet Inc | 4.2 | ||
| Goldman Sachs Group Inc | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| United Technologies Corp /DE/ | 3.6 | ||
| Chevron Corp | 3.6 | ||
| Blackstone Group LP | 3.4 | ||
| Johnson & Johnson | 3.4 | ||
| Home Depot Inc | 3.3 | ||
| Boeing Co | 3.2 | ||
| General Electric Co | 2.8 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Northeast-Ptp SPV Fund IV 3 C 1 LP | 2025-03-31 | 8.5 | |
| Other | Northeast-Ptp SPV Fund IV LP | 2024-03-28 | 12.9 | |
| Other | Northeast-Ptp SPV Fund II LP | 2022-03-22 | 2.3 | |
| Other | Northeast-Ptp SPV Fund I LP | 2022-03-22 | 10.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 491 | 143.3 |
| (b) Individuals (high net worth individuals) | 264 | 812.9 |
| (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 | 4 | 122.7 |
| (g) Pension and profit sharing plans | 1 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 11 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,939 | 1,090.8 |
| By Discretionary | ||
| Discretionary | 1,747 | 1,021.8 |
| Non-Discretionary | 192 | 69.0 |
| Total | 1,939 | 1,090.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,090.8 | |
| Total | 1,939 | 1,090.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001830817] |
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