PLATFORM TECHNOLOGY PARTNERS LLC
Doing business as PLATFORM TECHNOLOGY PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$1,228,845,049
Discretionary
$1,105,384,804
Non-discretionary
$123,460,245
Firm details
- CRD number
- 305602
- SEC file number
- 801-117439
- Main office
- LOCUST VALLEY, NY, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.neprivatewealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.