PLEXUS CAPITAL

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 45 7.14%
of those in investment advisory functions 28 12.00%
Registration SEC, Approved, 8/3/2022
Other registrations (1)
Former registrations

PLEXUS CAPITAL, LLC

AUM* 1,692,644,750 238.79%
of that, discretionary 1,692,644,750 238.79%
Private Fund GAV* 1,692,644,746 238.79%
Avg Account Size 130,203,442 4.24%
SMA’s No
Private Funds 13 9
Contact Info 919 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
500M 428M 357M 285M 214M 143M 71M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count13 GAV$1,692,644,746

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Brochure Summary

Overview

Firm Overview Plexus Capital (“the Firm”) is an asset management firm providing services to private pooled investment vehicles (each a “Private Fund”) and small business investment companies (“SBICs”). Plexus Capital was originally founded in 2005. Plexus Capital is headquartered in Raleigh, NC. The principal owners of Plexus Capital are Michael Painter, Michael Becker, Robert Anders, Will Anders, Jay Jester, Alex Bean, Katie Walker, Cameron Coley, Barrett Biringer, Brad Pence, and Chris Antonello. Plexus Capital provides discretionary portfolio management services to private pooled investment vehicles (the “Private Fund(s)”) in accordance with the investment guidelines set forth in each Private Fund’s offering documents. Plexus Capital is responsible for the investment decisions and performance of the Private Funds. Plexus Capital does not tailor its investment advice to the needs of investors in the Private Funds. Plexus Capital’s investment advice is limited to investments in privately-held businesses that need capital for growth. Plexus also provides other services related to strategic planning, transition, and post-closing services to the private companies
in which the Private Funds invest. Such services include: the development and implementation of strategic plans, the preparation and negotiation of documentation with respect to working capital and post-closing adjustments, the development of management and financial reporting systems, and other similar and/or related projects. Investors are required to meet certain suitability requirements, such as being an “Accredited Investor,” a “Qualified Client” and/or a “Qualified Purchaser” as defined under federal laws. Investors interested in a Private Fund should refer to the offering documents for important information regarding the investment objectives, risks, fees and additional disclosures for a complete understanding of the terms and conditions for investing in the relevant Private Fund. SBICs that are managed by the Company are licensed and regulated by the Small Business Administration (SBA). Wrap-Fee Programs Plexus Capital does not participate in any wrap fee programs. Assets Under Management As of December 31, 2023, Plexus Capital had $1,692,644,750of regulatory assets under management. All assets are managed on a discretionary basis.