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 operates as an investment adviser and other fund provider focused on serving both high-net-worth individuals and institutional clients. The firm is SEC registered (registered in 2019) and combines portfolio management for individuals, small businesses, pooled investment vehicles and institutions with responsibilities that include selecting other advisers. It also conducts insurance brokerage activity and serves as a sponsor, general partner and managing member of pooled vehicles. The firm charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — and does not market itself as an ESG-focused manager. Ownership is a combination of a domestic entity and individual owners.