Plexus Capital

Plexus Capital LLC is an investment adviser firm based in Raleigh, NC, established in 2005. The firm specializes in providing asset management services to private pooled investment vehicles and small business investment companies. Plexus Capital offers discretionary portfolio management services to private funds, focusing on investments in privately-held businesses needing capital for growth. The firm's investment advice is limited to investments in privately-held businesses. Plexus Capital charges management fees to private fund investors, generally not exceeding 2%, based on capital committed and invested. The firm may also earn performance-based compensation in the form of carried interest. Clients of Plexus Capital are required to meet certain suitability requirements, such as being an "Accredited Investor" or a "Qualified Client." The minimum capital commitment in a private fund managed by Plexus Capital typically ranges from $100,000 to $2,500,000. The firm primarily engages in private debt and equity transactions, with assets under management totaling $1,731,002,300 as of December 31, 2024. Plexus Capital exercises investment discretion on behalf of its clients, making decisions on purchases and sales of securities. The firm has written proxy voting policies and procedures and complies with the Custody Rule by maintaining client assets at independent qualified custodians. Additionally, Plexus Capital has not been involved in any disciplinary events and has no financial conditions that would affect its ability to meet client commitments.