# Platform Technology Partners

> Platform Technology Partners is an SEC-registered investment advisory firm in Locust Valley, NY, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 305602
- Filed as: PLATFORM TECHNOLOGY PARTNERS
- Legal name: Platform Technology Partners LLC
- Also doing business as: NORTHEAST PRIVATE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Locust Valley, NY
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305602
- AdvisorCensus page: https://advisorcensus.com/firm/platform-technology-partners-locust-valley-ny-305602

## Quick answers

**How is Platform Technology Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Platform Technology Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Platform Technology Partners located?**
Platform Technology Partners' principal office is in Locust Valley, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Platform Technology Partners registered with the SEC or a state?**
Platform Technology Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305602.

**How much does Platform Technology Partners manage?**
Platform Technology Partners reports $1,228,845,049 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (90% discretionary).

**How have Platform Technology Partners' assets and staff changed since 2021?**
In the Form ADV data for Platform Technology Partners: Regulatory assets under management: $561,165,657 in the October 2021 data and $1,228,845,049 in the October 2026 data, up 119%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Platform Technology Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (535); high net worth individuals (336); corporations or other businesses not listed above (14).

**Which custodians does Platform Technology Partners use?**
Platform Technology Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Platform Technology Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305602

**What changed in Platform Technology Partners' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,228,845,049
- Discretionary: $1,105,384,804
- Non-discretionary: $123,460,245

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 535 | $136,595,666 |
| High net worth individuals | 336 | $1,056,110,126 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,470,437 |
| Charitable organizations | 1 | $250,158 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $32,418,662 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MA, MD, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Woodbury, NY

### Websites listed on Form ADV (Item 1.I)
- neprivatewealth.com
- LinkedIn @northeast-private-wealth-management
- X @Northeastpwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $561,165,657 | 8 | March 22, 2021 |
| October 2022 | $668,336,065 | 9 | March 22, 2022 |
| October 2023 | $648,283,133 | 12 | March 24, 2023 |
| October 2024 | $936,699,274 | 12 | June 5, 2024 |
| October 2025 | $1,090,849,298 | 11 | March 31, 2025 |
| October 2026 | $1,228,845,049 | 12 | September 28, 2026 |

Regulatory assets under management: $561,165,657 in the October 2021 data and $1,228,845,049 in the October 2026 data, up 119%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MA.

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $1,090,849,298 to $1,228,845,049 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Platform Technology Partners (CRD 305602): Form ADV filing data as of October 2026.