PLEXO CAPITAL MANAGEMENT, LLC
Adviser information for PLEXO CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $175.0M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $175.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $175.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
182 HOWARD STREETSUITE 409
SAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 510-838-0825, Fax: None
Chief Compliance Officer
LAURENCE TONEY
MANAGING MEMBER
182 HOWARD STREET
SUITE 409
SAN FRANCISCO
CA
United States
Tel:
510-838-0825
L*@***********M
(Full email address available in API data)
Industry Affiliates
| PLEXO CAPITAL ANTR�PICO GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PLEXO CAPITAL I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PLEXO CAPITAL II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PLEXO CAPITAL ANTR�PICO, LLC | Venture Capital Fund | $8.0M | $0.5M | 4 |
| PLEXO CAPITAL I, L.P. | Venture Capital Fund | $68.4M | $0.0M | 20 |
| PLEXO CAPITAL II, L.P. | Venture Capital Fund | $77.9M | $0.0M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TONEY, LAURENCE, MALCOLM | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2018 | > 75% |