This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

PLATFORM TECHNOLOGY PARTNERSCRD 305602

Fund type

POOLED INVESTMENT FUND

Latest reported GAV

$2.0Mgross asset value on Schedule D 7.B(1), as of 2026-03-31; never fund size

Peak reported GAV

$3.3M

Beneficial owners

29

Minimum investment

$50,000

Owned by the adviser

600%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Mar 22, 2022

Last reported

Mar 31, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

5

Fund id

805-1308756564

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4d44d0cf-d4c9-4fa2-84b2-8514c16c2638

First observed

Mar 22, 2022

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.