LP Profile

Platform Technology Partners

Also known as platform technology

Wealth ManagerNew York, United StatesFounded 2019
$1.2B
Assets Under Management
New York
Headquarters
Investment Focus

About Platform Technology Partners

Platform Technology Partners is a wealth manager based in New York, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Platform Technology Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
2,257
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Platform Technology Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Platform Technology Partners?

Platform Technology Partners is a wealth manager based in New York, United States, managing approximately $1.2B in assets.

Where is Platform Technology Partners headquartered?

Platform Technology Partners is headquartered in New York, United States.

How much does Platform Technology Partners manage?

Platform Technology Partners manages approximately $1.2B in assets under management.

When was Platform Technology Partners founded?

Platform Technology Partners was founded in 2019.

How can I contact Platform Technology Partners?

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