SEC Form ADV · CIK 1830817

PLATFORM TECHNOLOGY PARTNERS

Firm profile: Platform Technology Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$1.2B

Assets Under Management

2,257

Total Clients

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Registration Details

CIK: 1830817
Accession: CRD-305602
Location: LOCUST VALLEY, NY
Filing Date: March 31, 2026
AUM: $1.2B
Total Clients: 2,257
Amendment: No
SEC EDGAR: View original filing →

Private Funds

6 private funds reported on Form ADV Schedule D 7.B.1, $51.4M in combined gross assets.

NORTHEAST-PTP SPV FUND IV, LPOther Private Fund$16.9M
NORTHEAST-PTP SPV FUND I, LPOther Private Fund$11.6M
NORTHEAST-PTP SPV FUND IV (3(C)(1), LPOther Private Fund$11.1M
NORTHEAST-PTP SPV FUND V, LPOther Private Fund$7.5M
NORTHEAST-PTP SPV FUND VI, LPOther Private Fund$2.3M
NORTHEAST-PTP SPV FUND II LPOther Private Fund$2.0M

About this Adviser

PLATFORM TECHNOLOGY PARTNERS is a registered investment adviser headquartered in LOCUST VALLEY, NY, managing approximately $1.2B in assets across 2,257 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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