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PHILOSOPHY CAPITAL MANAGEMENT LLC

ALAMO, CA · CRD 308425 · IAPD ↗ · philosophycap.com · 415-433-2010

$1.66BRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2025 — PHILOSOPHY CAPITAL MANAGEMENT LLC reported RAUM up 33% ($1.18B -> $1.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — PHILOSOPHY CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($935.5M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.