Plexus Capital, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 310241
· SEC file 801-126297
· Raleigh, NC
· www.linkedin.com
☆ Save with Pro
ADV data as of Mar 30, 2026
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 17
- Avg AUM / client
- $222M
- Accounts
- 17
- Employees
- 50
AUM over time
$289M
$3.8B
Jun 30, 2022
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $3.8B | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Plexus Fund Vi, Lp | Private Equity Fund | Delaware | $274M | 23 |
| Plexus Fund V A, L.P. | Private Equity Fund | Delaware | $268M | 129 |
| Plexus Equity Fund A Lp | Private Equity Fund | Delaware | $213M | 135 |
| Plexus Fund Iv A, L.P. | Private Equity Fund | Delaware | $198M | 141 |
| Plexus Fund Vi A, Lp | Private Equity Fund | Delaware | $173M | 99 |
| Plexus Fund V B, L.P. | Private Equity Fund | Delaware | $107M | 49 |
| Plexus Fund Iv C, L.P. | Private Equity Fund | Delaware | $86.3M | 62 |
| Plexus Fund Iv B, L.P. | Private Equity Fund | Delaware | $85.0M | 68 |
| Plexus Fund V D, Lp | Private Equity Fund | Delaware | $79.3M | 9 |
| Plexus Fund V C, L.P. | Private Equity Fund | Delaware | $76.2M | 51 |
| Plexus Fund Iii, L.P. Non Qp | Private Equity Fund | Delaware | $53.0M | 97 |
| Plexus Fund Iii, L.P. Qp | Private Equity Fund | Delaware | $53.0M | 93 |
| Plexus Fund Vi B, L.P. | Private Equity Fund | Delaware | $26.6M | 53 |
People (16)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anders, Robert, Rufus | Co Founder And Partner | May 2005 (21y) | Less than 5% | |
| Becker, Michael, Shel | Co Founder And Partner | May 2005 (21y) | Less than 5% | |
| Gefaell, Robert, Strange | Member | May 2005 (21y) | 5% – 10% | |
| Painter, Michael, Kent | Co Founder And Managing Partner | May 2005 (21y) | Less than 5% | |
| Penn, Ronda, Myers | Chief Financial Officer & Chief Compliance Officer | Sep 2012 (14y) | Less than 5% | |
| Anders, William, Woodard | Partner | Nov 2012 (14y) | Less than 5% | |
| Bean, Alexander, Christopher | Partner | Jan 2016 (11y) | Less than 5% | |
| Jester, John, Carlton | Partner | Dec 2019 (7y) | Less than 5% | |
| Anders, Amanda, Brantley | Trustee | Dec 2020 (6y) | GP / trustee / elected manager of Robert R Anders, Jr. 2013 Irrevocable Trust Agreement Dated Feb 28, 2013 (indirect) | |
| Szlosberg Landis, Nina | Trustee | Jan 2021 (6y) | GP / trustee / elected manager of Howard Kelly Landis, Iii Revocable Trust U/A/O July 26, 2011, As Amended (indirect) | |
| Tobias, Dorsey, Landis | Trustee | Jan 2021 (6y) | GP / trustee / elected manager of Howard Kelly Landis, Iii Revocable Trust U/A/O July 26, 2011, As Amended (indirect) | |
| Antonello, Chris | Operating Partner | Jan 2022 (5y) | Less than 5% | |
| Biringer, Barrett, Rockwood | Principal | Jan 2022 (5y) | Less than 5% | |
| Coley, Kenneth, Cameron | Principal | Jan 2022 (5y) | Less than 5% | |
| Pence, Bradley, James | Principal | Jan 2022 (5y) | Less than 5% | |
| Walker, Katherine, Cohen | Principal | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Howard Kelly Landis, Iii Revocable Trust U/A/O July 26, 2011, As Amended | Member | Sep 2013 | A | 10% – 25% |
| Michael K. Painter Revocable Trust U/A/O September 4, 2013, As Amended | Member | Sep 2013 | A | 10% – 25% |
| Robert R Anders, Jr. 2013 Irrevocable Trust Agreement Dated Feb 28, 2013 | Member | Dec 2020 | A | 10% – 25% |
| Michael S. Becker Revocable Trust | Member | Jan 2022 | A | 10% – 25% |
| John C. Jester Iv, 2008 Trust | Member | Jan 2022 | A | 10% – 25% |
| Alexander Christopher Bean Revocable Trust U/A/D July 9, 2018, As Amended | Member | Jan 2020 | A | Less than 5% |
| William Woodard Anders Revocable Trust November 2012, As Amended | Member | Jul 2020 | A | Less than 5% |
| Christopher And Carrie J. Antonello Trust Dated November 5, 1998 | Member | Jan 2022 | A | Less than 5% |
| Biringer Revocable Trust Dated February 12, 2021 | Member | Jan 2022 | A | Less than 5% |
| 2022 Katherine Cohen Walker Living Trust Dated May 4, 2022 | Member | Jan 2022 | A | Less than 5% |
Undisclosed: 0% – 45% 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 (13, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Plexus Fund Vi, Lp | Private Equity Fund | $274M | $0 | 23 |
| Plexus Fund V A, L.P. | Private Equity Fund | $268M | $0 | 129 |
| Plexus Equity Fund A Lp | Private Equity Fund | $213M | $0 | 135 |
| Plexus Fund Iv A, L.P. | Private Equity Fund | $198M | $0 | 141 |
| Plexus Fund Vi A, Lp | Private Equity Fund | $173M | $0 | 99 |
| Plexus Fund V B, L.P. | Private Equity Fund | $107M | $0 | 49 |
| Plexus Fund Iv C, L.P. | Private Equity Fund | $86.3M | $0 | 62 |
| Plexus Fund Iv B, L.P. | Private Equity Fund | $85.0M | $0 | 68 |
| Plexus Fund V D, Lp | Private Equity Fund | $79.3M | $2.5M | 9 |
| Plexus Fund V C, L.P. | Private Equity Fund | $76.2M | $0 | 51 |
| Plexus Fund Iii, L.P. Non Qp | Private Equity Fund | $53.0M | $0 | 97 |
| Plexus Fund Iii, L.P. Qp | Private Equity Fund | $53.0M | $0 | 93 |
| Plexus Fund Vi B, L.P. | Private Equity Fund | $26.6M | $0 | 53 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.85 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
- • Other fees
- • BUSINESS ADVISORY SERVICES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗