PLEXUS CAPITAL
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 310241
- Registered since
- August 3, 2022
- Website
- plexuscap.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RONDA PENN
Chief Financial OfficerCRD 7290611
Contacts
3 of 12KENNETH COLEY
PrincipalCRD 5881092
WILLIAM ANDERS
PartnerCRD 7290328
BRADLEY PENCE
PartnerCRD 7570413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
QHP CAPITAL, L.P.
RIARALEIGH, NC
GUARDIAN WEALTH ADVISORS, LLC
RIARALEIGH, NC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIARALEIGH, NC
TIVERTON ADVISORS, LLC
RIARALEIGH, NC
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
RIARALEIGH, NC
FINANCIAL SYMMETRY INC.
RIARALEIGH, NC