|
⚲
|
| Plexus Capital LLC
✚
|
|
|---|---|
| CRD # | 310241 |
| SEC # | 801-126297 |
| CIK # | |
| AUM | $499.6 MM (2023-03-30) |
| Employees | 42 (60% Investors, 0% Brokers) |
| Phone | 919-256-6340 |
| Address | 4242 Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Plexus Fund VI-A LP | [2023-03-30] | 0.0 | 60.9 |
| PE | Plexus Fund VI LP | [2023-03-30] | 0.0 | 131.7 |
| PE | Plexus Equity Fund-A LP | [2021-03-30] | 204.0 | 213.1 |
| PE | Plexus Fund V-D LP | [2020-08-26] | 80.0 | 93.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 499.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 499.6 |
| By Discretionary | ||
| Discretionary | 4 | 499.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 499.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 499.6 | |
| Total | 4 | 499.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Michael Becker | 50 | ||
| Michael Painter | 20 | ||
| William Anders | 14 | ||
| Robert Anders Jr | 14 | ||
| Alexander Bean | 13 | ||
| John Jester IV | 10 | ||
| Howard Landis III | 13 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rock Island Capital LLC
✚
|
IL | 0.5 |
|
Hastings Equity Partners LLC
✚
|
MA | 0.5 |
|
ROG IX LLC
✚
|
TX | 0.5 |
|
Braemont Capital Management LLC
✚
|
TX | 0.5 |
|
Warana Capital LLC
✚
|
NY | 0.5 |
|
CIP Fund Management LLC
✚
|
NY | 0.5 |
|
BHMS Investments LP
✚
|
CT | 0.5 |
|
Acorn Growth Companies LC
✚
|
OK | 0.5 |
|
Havencrest Capital Management LLC
✚
|
TX | 0.5 |
|
Levco Capital LP
✚
|
NY | 0.5 |