Plexo Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298402
- Registered since
- July 7, 2023
- Website
- www.plexocap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Laurence Toney
Founding & Managing PartnerCRD 2210223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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