LOCUST VALLEY, NYCRD 305602Latest ADV March 31, 2026
Platform Technology Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Locust Valley, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.2B in regulatory assets under management, 12 employees, 1 office, and 2,257 accounts.
Assets Under Management
$1.2B
Employees
12
Offices
1 office
Total Clients
887
Primary office
LOCUST VALLEY, NY
63 FOREST AVENUE, LOCUST VALLEY, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
535
2
HNWI
37.9%
336
3
Corporations
1.6%
14
4
Pension Plans
0.1%
1
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary90.0%
$1.1B
90% of total RAUM90.0%
Non-discretionary10.0%
$123M
10% of total RAUM10.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts2,257
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee74:1
10Y Employee Change+11 (+1100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.