Pluscios Management Llc
- Regulatory AUM
- $258M
- Discretionary
- $258M
- Clients
- 6
- Avg AUM / client
- $43.0M
- Accounts
- 5
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $258M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $363M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pluscios Fund Llc feeder | Hedge Fund | Delaware | $160M | 17 |
| Pluscios Master Fund Spc master | Hedge Fund | Cayman Islands | $140M | 2 |
| Pluscios Si 1, Llc | Hedge Fund | Delaware | $39.1M | 2 |
| X2 Opportunistic Debt Fund Llc | Hedge Fund | Delaware | $14.5M | 3 |
| Pluscios Offshore Fund Spc feeder | Hedge Fund | Cayman Islands | $5.1M | 3 |
| 1.Pluscios Private Credit Series feeder | Other Private Fund | Delaware | $4.6M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chesney, Kelly, Anne | Managing Member, Chief Compliance Officer | Jun 2006 (20y) | 25% – 50% | |
| Teska, Constance, Theodore | Managing Member | Jun 2006 (20y) | 50% – 75% | |
| Mozzocci, Theresa, Dianne | Member | May 2009 (17y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $363M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pluscios Fund Llc | Hedge Fund | $160M | $1.0M | 17 |
| Pluscios Master Fund Spc | Hedge Fund | $140M | $1 | 2 |
| Pluscios Si 1, Llc | Hedge Fund | $39.1M | $25.0M | 2 |
| X2 Opportunistic Debt Fund Llc | Hedge Fund | $14.5M | $1.0M | 3 |
| Pluscios Offshore Fund Spc | Hedge Fund | $5.1M | $1.0M | 3 |
| 1.Pluscios Private Credit Series | Other Private Fund | $4.6M | $100K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗