Plexus Capital

RIASEC Registered
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 organized and operated as a private equity fund adviser focusing on institutional clients. The firm is registered with the SEC (registered in 2022) and serves principally as sponsor, general partner, and managing member of pooled investment vehicles. Its advisory activity centers on portfolio management for pooled funds rather than individual advisory relationships. Fee arrangements include percentage-of-AUM charges alongside performance-based fees and other fee components. Plexus Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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