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Plexus Capital, LLC

● SEC registered since 2022CRD 310241SEC# 801-126297Raleigh, NC
Export (members)
Ranks #1,563 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.77B
Fund GAV
$3.85B
Private funds
17
Employees
50
Accounts
17
Location
Raleigh, NC

Plexus Capital, LLC assets under management

Plexus Capital, LLC is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2022. It reports $3.8 billion in regulatory assets under management and employs 50 people. Plexus Capital, LLC manages 17 private funds with combined gross assets of $3.9 billion, including Plexus Fund V-A, L.P. By regulatory assets, it ranks 1,563 of 6,004 private fund managers.

Plexus Capital, LLC private funds

17 funds · $3.85B GAV
FundTypeGross assetsMin.
Plexus Fund V-A, L.P.Private Equity$373.4M
Plexus Equity Fund II L.P.Private Equity$366.9M
Plexus Fund Vii-Ul L.P.Private Equity$339.5M
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Plexus Capital, LLC owners & executives

34 reported
NameTitleOwnershipSince
2022 Katherine Cohen Walker Living Trust Dated May 4, 2022MemberUnder 5%2022
Alexander Christopher Bean ControlPartnerUnder 5%2016
Alexander Christopher Bean Revocable Trust U/A/D July 9, 2018, As AmendedMemberUnder 5%2020
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Frequently asked questions

How much does Plexus Capital, LLC manage?

Plexus Capital, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Plexus Capital, LLC manage?

Plexus Capital, LLC manages 17 private funds with combined gross assets of $3.9 billion.

How many employees does Plexus Capital, LLC have?

Plexus Capital, LLC reports 50 employees.

Where is Plexus Capital, LLC located?

Plexus Capital, LLC is based in Raleigh, NC and has been SEC-registered since 2022.

Does Plexus Capital, LLC disclose fund performance?

Plexus Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4242 Six Forks Road, Suite 950, Raleigh, NC 27609
Phone919-256-6340
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$3.77B▲ 118%
Mar '25 — $1.73BApr '25 — $1.73BMay '25 — $1.73BJun '25 — $1.73BJul '25 — $1.73BAug '25 — $1.73BSep '25 — $1.73BOct '25 — $1.73BNov '25 — $1.73BDec '25 — $1.73BJan '26 — $1.73BFeb '26 — $1.73BMar '26 — $3.77BApr '26 — $3.77BMay '26 — $3.77BJun '26 — $3.77B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$3.77Bregulatory AUM
Discretionary $3.77B

Service providers