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Bank / Wealth / TrustRIA · CRD 305602SEC-RegisteredPrivate Fund Adviser

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Platform Technology Partners

Platform Technology Partners is an SEC-registered investment adviser in Locust Valley, NY, registered since 2019. The firm manages $1.2 billion in assets,...

Overview

Platform Technology Partners is an SEC-registered investment adviser in Locust Valley, NY, registered since 2019. The firm manages $1.2 billion in assets, with $1.1 billion on a discretionary basis. It has 12 employees and 9 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

Location

Region

North America

Country

United States

City

Locust Valley

Corporate office

New York, United States

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