PLATFORM TECHNOLOGY PARTNERS LLC
Legal name: PLATFORM TECHNOLOGY PARTNERS
CRD #305602 SEC #801-117439 NEW YORK, NY 212-444-2362
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1B
Employees
11
Clients
10
Accounts
1,939
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.1B | $1B | $69M | 11 | 0 |
| Jun 2024 | $936.7M | $915.1M | $21.6M | 12 | 0 |
| Mar 2024 | $936.7M | $915.1M | $21.6M | 12 | 0 |
| Mar 2023 | $648.3M | $631.1M | $17.2M | 12 | 0 |
| Mar 2022 | $668.3M | $644.1M | $24.2M | 9 | 0 |
| Jan 2022 | $561.2M | $555.4M | $5.8M | 8 | 0 |
| Mar 2021 | $561.2M | $555.4M | $5.8M | 8 | 0 |
| Jan 2021 | $464.7M | $464.7M | $0 | 7 | 0 |
| Oct 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Jul 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Jun 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Jun 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Jun 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Apr 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Mar 2020 | $464.7M | $464.7M | $0 | 7 | 0 |
| Mar 2020 | $471.7M | $471.7M | $0 | 7 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69M
Employees11
Clients0
DateJun 2024
Total AUM$936.7M
Discretionary$915.1M
Non-Disc.$21.6M
Employees12
Clients0
DateMar 2024
Total AUM$936.7M
Discretionary$915.1M
Non-Disc.$21.6M
Employees12
Clients0
DateMar 2023
Total AUM$648.3M
Discretionary$631.1M
Non-Disc.$17.2M
Employees12
Clients0
DateMar 2022
Total AUM$668.3M
Discretionary$644.1M
Non-Disc.$24.2M
Employees9
Clients0
DateJan 2022
Total AUM$561.2M
Discretionary$555.4M
Non-Disc.$5.8M
Employees8
Clients0
DateMar 2021
Total AUM$561.2M
Discretionary$555.4M
Non-Disc.$5.8M
Employees8
Clients0
DateJan 2021
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$464.7M
Discretionary$464.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$471.7M
Discretionary$471.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0