# Plexo Capital Management, LLC

> Plexo Capital Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298402
- Filed as: PLEXO CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298402
- AdvisorCensus page: https://advisorcensus.com/firm/plexo-capital-management-llc-san-francisco-ca-298402

## Quick answers

**How is Plexo Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Plexo Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Plexo Capital Management, LLC located?**
Plexo Capital Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Plexo Capital Management, LLC registered with the SEC or a state?**
Plexo Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 298402.

**How much does Plexo Capital Management, LLC manage?**
Plexo Capital Management, LLC reports $224,929,548 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Plexo Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Plexo Capital Management, LLC: Regulatory assets under management: $189,000,000 in the October 2023 data and $224,929,548 in the October 2026 data, up 19%. Total employees: 4 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Plexo Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Plexo Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298402

**Does Plexo Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum initial capital commitment is $5,000,000, subject to waiver at the discretion of Plexo Capital."

**What changed in Plexo Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $161,696,728 to $224,929,548 (+39%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial capital commitment is $5,000,000, subject to waiver at the discretion of Plexo Capital.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $224,929,548
- Discretionary: $224,929,548
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $224,929,548 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plexocap.com
- Instagram @plexocapital
- LinkedIn @plexo-capital
- X @PlexoCapital
- YouTube @plexocapital5279

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | August 6, 2020 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | $189,000,000 | 4 | June 6, 2023 |
| October 2024 | $174,950,305 | 3 | March 29, 2024 |
| October 2025 | $161,696,728 | 3 | March 31, 2025 |
| October 2026 | $224,929,548 | 2 | March 31, 2026 |

Regulatory assets under management: $189,000,000 in the October 2023 data and $224,929,548 in the October 2026 data, up 19%.
Total employees: 4 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $161,696,728 to $224,929,548 (+39%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plexo Capital Management, LLC (CRD 298402): Form ADV filing data as of October 2026.