PLEXUS CAPITAL

RIASEC RegisteredEst. 2022
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$222M
Accounts
17
Employees
50
Advisory reps
13

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
310241
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Plexus Capital is a limited liability company formed to operate private equity funds and to manage pooled investment vehicles for institutional clients. Registered with the SEC in 2022, the firm functions primarily as a sponsor, general partner and managing member of its funds rather than as a broad capital allocator. Its advisory mandate centers on portfolio management for pooled investment vehicles, with a fee model that combines a percentage-of-AUM charge and performance-based fees alongside other negotiated fee arrangements. Investment activity is concentrated in private markets: the firm organizes, manages and directs private equity vehicles and participates in private placements and private credit opportunities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • RONDA PENN

    Chief Financial OfficerCRD 7290611

Contacts

3 of 12
  • KENNETH COLEY

    PrincipalCRD 5881092

  • WILLIAM ANDERS

    PartnerCRD 7290328

  • BRADLEY PENCE

    PartnerCRD 7570413

Unlock 9 more contacts

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

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
4242 Six Forks Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth