Platform Technology Partners

Platform Technology Partners, LLC is a registered investment adviser founded in August 2019 and registered with the SEC since October 2019. The firm provides investment supervisory and advisory services, financial consultation services, and minimum account size is $100,000 per relationship. Investment strategies include managing portfolios of publicly traded securities, common stocks, bonds, and other securities. The firm may recommend investments in privately held entities such as hedge funds. Clients may invest in certain funds or strategies where the firm serves as the investment manager. Platform Technology Partners offers services on a fee basis, including hourly and/or fixed fees, and fees based on assets under management. The firm acts as a fiduciary for clients, acting in their best interests. The firm has assets under management of approximately $1,090,849,298.41 as of December 31, 2024. The firm may receive compensation for client referrals and has agreements with third-party promoters. Clients are responsible for voting proxies, but the firm may vote proxies on their behalf in the clients' best interests. Platform Technology Partners does not have any financial commitments impairing its ability to meet its obligations.