Platform Technology Partners

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.1B

90% of AUM

Avg account

$544K

Accounts

2,257

Employees

Advisory reps

Firm details

Headquarters: Locust Valley, New York
CRD number: 305602
Registered since: October 7, 2019
Website: www.neprivatewealth.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.94%
Individuals11.12%
Corporations / Businesses2.64%
Pension & Profit Sharing Plans0.28%
Charitable Organizations0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Platform Technology Partners is an LLC that provides advisory and insurance-brokerage services to both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2019) and describes its advisory scope to include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not position itself as an active ESG investor. Platform Technology Partners also engages in sponsor and manager roles for pooled vehicles and lists activities consistent with operating as an investment sponsor and general partner. The combination of advisory services and insurance brokerage suggests a blended wealth-management model that integrates traditional portfolio management with insurance and annuity solutions.