Plexus Capital

Registered investment advisor · Raleigh, North Carolina · CRD #310241

Assets Under Management

$3.8B

Client Accounts

Employees

CRD Number

310241

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Plexus Capital

Plexus Capital, LLC is a private investment firm based in Scottsdale, Arizona, with a focus on providing tailored capital solutions for lower middle market businesses. With over 27 years of experience, the firm has raised $3.5 billion and funded 206 companies. Plexus Capital emphasizes a people-first approach, guided by its CARE values, to foster long-term partnerships and support growth initiatives. The firm specializes in flexible debt and equity capital for change-of-control transactions and

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Plexus Capital

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Frequently Asked Questions

What is Plexus Capital's AUM?

Plexus Capital reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Plexus Capital headquartered?

Plexus Capital is headquartered in Raleigh, North Carolina.

What is Plexus Capital's CRD number?

Plexus Capital's CRD number is 310241. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.