# PLATFORM TECHNOLOGY PARTNERS LLC

PLATFORM TECHNOLOGY PARTNERS LLC of LOCUST VALLEY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 305602
- Type: SEC-registered investment adviser
- SEC file number: 801-117439
- Location: 63 FOREST AVENUE, LOCUST VALLEY, NY, 11560
- Phone: 212-444-2362
- Latest filing: 2026-03-31
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $123.5M
- Clients: 12
- Accounts: 2,257

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Dekari Kerney | CHIEF COMPLIANCE OFFICER | — |
| Mark Hulbert Penske | MEMBER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER; MEMBER AND CCO | — |
| PENSKE MARK HULBERT | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305602/similar
- Related entities: https://search.stillhousedata.com/firm/305602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305602

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.