Philosophy Capital Management LLC
Firm details
- Headquarters
- Alamo, California
- CRD number
- 308425
- Registered since
- February 22, 2021
- Website
- www.philosophycap.com
- Custodians
- GOLDMAN SACHS & CO. LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles91.1%
- Charitable Organizations8.9%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Philosophy Capital Management LLC is a privately owned LLC that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered and performs portfolio management for pooled investment vehicles and for businesses or institutional mandates. It also lists CPO/CTA among its business activities, and charges a mix of percentage-of-AUM, performance-based, and other fee arrangements. Philosophy Capital does not identify as an active ESG investor and is not organized as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents32%
- Other4%
- Non-Investment Grade Corp Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1Yedi Wong
Chief Financial OfficerCRD 6022223
Contacts
1 of 1
Jacob Rubin
Managing MemberCRD 5580250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alamo, CA
Contra Costa
Location
Alamo, CA
Headquartered in Alamo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 3201 Danville Blvd
- Time zone
- PT (UTC-8)
- Office locations
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