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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Plato's Philosophy LLC
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| CRD # | 319564 |
| SEC # | 801-126714 |
| CIK # | 0001983138 |
| AUM | $39.4 M (2024-12-11) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 805-888-2024 |
| Address | 8164 Platinum Street Ventura, CA 93004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 39.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 39.4 |
| By Discretionary | ||
| Discretionary | 1 | 39.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 39.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.4 | |
| Total | 1 | 39.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Timber Point Capital Management LLC
✚
|
NY | 0.0 |
|
Baird Principal Group Management Company I LLC
✚
|
WI | 0.0 |
|
Collaborative Fund Advisors LLC
✚
|
NV | 0.0 |
|
KURV Investment Management LLC
✚
|
CA | 0.0 |
|
Connetic RIA LLC
✚
|
KY | 0.0 |
|
Oberweis Asset Management Hong Kong Limited
✚
|
0.0 | |
|
Bertolet Capital LLC
✚
|
NY | 0.0 |
|
21Shares US LLC
✚
|
NY | 0.0 |
|
Meketa Capital LLC
✚
|
CO | 0.0 |
|
Ritter Alpha LP
✚
|
NY | 0.0 |