PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Platform Technology Partners LLC

● SEC registered since 2019CRD 305602SEC# 801-117439Locust Valley, NY
Export (members)
Ranks #2,753 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.23B
Fund GAV
$51.4M
Private funds
6
Employees
12
Accounts
2,257
Location
Locust Valley, NY

Platform Technology Partners LLC assets under management

Platform Technology Partners LLC operates as an SEC-registered investment adviser based in Locust Valley, NY. The firm has been registered since 2019. It reports $1.2 billion in regulatory assets under management and employs 12 people. Platform Technology Partners LLC manages 6 private funds with combined gross assets of $51.4 million, including Northeast-Ptp SPV Fund IV, LP. By regulatory assets, it ranks 2,753 of 6,004 private fund managers.

Platform Technology Partners LLC private funds

6 funds · $51.4M GAV
FundTypeGross assetsMin.
Northeast-Ptp SPV Fund IV, LPOther Private$16.9M$100K
Northeast-Ptp SPV Fund I, LPOther Private$11.6M$100K
Northeast-Ptp SPV Fund IV (3(c)(1), LPOther Private$11.1M$100K
See all 6 funds — unlock the full record.
Join to unlock · $37/mo

Platform Technology Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
Thomas Dekari KerneyChief Compliance OfficerUnder 5%2025
United Atlantic Capital, LLC ControlOwnerOver 75%2019
Mark Hulbert Penske ControlMemberOver 75%2019

Frequently asked questions

How much does Platform Technology Partners LLC manage?

Platform Technology Partners LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Platform Technology Partners LLC manage?

Platform Technology Partners LLC manages 6 private funds with combined gross assets of $51.4 million.

How many employees does Platform Technology Partners LLC have?

Platform Technology Partners LLC reports 12 employees.

Where is Platform Technology Partners LLC located?

Platform Technology Partners LLC is based in Locust Valley, NY and has been SEC-registered since 2019.

Does Platform Technology Partners LLC disclose fund performance?

Platform Technology Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address63 Forest Avenue, Locust Valley, NY 11560
Phone212-444-2362
Office hours9:00-5:00
SEC regionNew York Regional Office (NYRO)
CIK1830817
Discloses disciplinary historyNo

Regulatory AUM

$1.23B▲ 13%
Mar '25 — $1.09BApr '25 — $1.09BMay '25 — $1.09BJun '25 — $1.09BJul '25 — $1.09BAug '25 — $1.09BSep '25 — $1.09BOct '25 — $1.09BNov '25 — $1.09BDec '25 — $1.09BJan '26 — $1.09BFeb '26 — $1.09BMar '26 — $1.23BApr '26 — $1.23BMay '26 — $1.23BJun '26 — $1.23B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 46%
Larger than 54% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$1.23Bregulatory AUM
Discretionary $1.11BNon-discretionary $123.5M

Service providers