CRD: 305602
Platform Technology Partners
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- Custodian
- JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-07-2019
- Office Locations
- 4
Office Locations
About Platform Technology Partners
Northeast Private Wealth Management is a fiduciary advisory firm focused on affluent and multi-generational families. The team delivers highly personalized financial planning, portfolio management, and strategic asset allocation, spanning traditional blue-chip portfolios and sophisticated alternative strategies. Investment decisions blend fundamental and technical analysis, supported by an extensive capital markets network. Client assets are custodied at BNY | Pershing.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS DEKARI KERNEY
Chief Compliance Officer, Manager
- CRD
- #5581521
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JEFFREY FILONE
Advisor
- CRD
- #2651076
John James Litke
--
- CRD
- #6939498
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,105,384,804 | $543,989 |
| Non-Discretionary | $123,460,245 | $548,712 |
| Total | $1,228,845,049 | $544,459 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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