Plexo Capital Management, LLC

RIASEC RegisteredEst. 2023
Total AUM
$225M
Discretionary
$225M
100% of AUM
Avg account
$75M
Accounts
3
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
298402
Registered since
July 7, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Plexo Capital Management, LLC operates as a manager of pooled investment vehicles with a clear venture capital orientation. The firm is structured as a limited liability company and is registered with the SEC in 2023. It functions as sponsor, general partner and managing member for the vehicles it runs rather than acting as a traditional capital allocator. Plexo serves an institutional client base and charges a blend of percentage-of-assets and performance-based fees, reflecting a typical fund manager economics where carried interest or similar performance compensation is part of the mix. Investment activity centers on private venture strategies and exposure to digital currency as an alternative asset sleeve. Plexo is not designated as an active ESG investor and the firm’s advisory mandate is focused on portfolio management for pooled vehicles, which implies fund-level selection, deal sourcing and active portfolio oversight rather than discretionary separate-account management for individual retail clients.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Laurence Toney

    Laurence Toney

    Founding & Managing PartnerCRD 2210223

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth