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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KERNEY, THOMAS, DEKARI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | MEMBER AND CCO | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (8)
CA FL GA MD NH NJ NY TX
Address
475 FIFTH AVESUITE 1501
NEW YORK, NY 10017
United States
Phone: 212-444-2362