Plato's Philosophy LLC

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Assets, Funds, Holdings

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Plato's Philosophy LLC
CRD #319564
SEC #801-126714
CIK #
AUM $39.4 MM (2024-08-29)
Employees 2 (50% Investors, 0% Brokers)
Phone805-888-2384
Address8164 Platinum Street
Ventura, CA 93004
Source [IAPD] [Website]
Total AUM ($MM)
504030201002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 39.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 39.4
By Discretionary
Discretionary 1 39.4
Non-Discretionary 0 0.0
Total 1 39.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 39.4
Total 1 39.4
Comparable Firms State AUM ($BB)
Modern Capital Management Co
SC 0.0
Lafayette Advisors LLC
VA 0.0
First Associated Investment Advisors Inc
MN 0.0
Main Capital Partners North America LLC
MA 0.0
Acquirers Funds LLC
CA 0.0
Keyquant
0.0
EDLY Advisors LLC
NY 0.0
21Shares US LLC
NY 0.0
Procuream LLC
PA 0.0
IKOS CIF Limited
0.0
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