Plexus Capital

RIASEC Registered

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$222M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Plexus Capital is an LLC organized as a private equity manager that advises pooled investment vehicles and acts as sponsor and general partner for those vehicles. The firm serves institutional clients and runs portfolio management for funds rather than providing separate capital-allocation services. Plexus Capital is registered with the SEC (registered in 2022). The firm’s governance and fee arrangement reflect an active manager/GP role: fee structures include a percentage-of-AUM component and performance-based fees. Plexus Capital does not identify as an active ESG investor and is not structured primarily as a multi-state adviser or pension consultant.