DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Plexus Capital
Plexus Capital
Private equity with venture activity · probableRaleigh, NCplexuscap.comSEC registered investment adviser
Plexus is a provider of capital for the lower middle market; one team with tailored capital for the opportunity.
registered adviser; venture funds are 0% of 13 private funds
Importance
33
moderate
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
6
low
Identity and regulatory footprint
- Headquarters
- Raleigh, NCadviserinfo.sec.gov
- Office address
- 4242 SIX FORKS ROAD, SUITE 950, Raleigh, NC, 27609adviserinfo.sec.gov
- Business phone
- 919-256-6340adviserinfo.sec.gov
- Website
- http://plexuscap.com/
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 28, 2024
- Private funds reported
- 13 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $1.7Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.7Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 45
- Owners on Schedule A
- Alexander Christopher Bean Revocable Trust U/a/d July 9, 2018, As Amended (Member), NA; Howard Kelly Landis, III Revocable Trust U/a/o July 26, 2011, As Amended (Member), B; Michael K. Painter Revocable Trust U/a/o September 4, 2013, As Amended (Member), B; William Woodard Anders Revocable Trust November 2012, As Amended (Member), NA; Robert R Anders, Jr. 2013 Irrevocable Trust Agreement Dated Feb 28, 2013 (Member), B; Michael S. Becker Revocable Trust (Member), B; Christopher and Carrie J. Antonello Trust Dated November 5, 1998 (Member), NA; Biringer Revocable Trust Dated February 12, 2021 (Member), NA; John C. Jester IV, 2008 Trust (Member), B; 2022 Katherine Cohen Walker Living Trust Dated May 4, 2022 (Member), NA
- business email
- ccoley@plexuscap.complexuscap.compublished by the subject
- business email
- kspeight@plexuscap.complexuscap.compublished by the subject
- business email
- newdeals@plexuscap.complexuscap.compublished by the subject
- business email
- rcollins@plexuscap.complexuscap.compublished by the subject
- business email
- ldisilva@plexuscap.complexuscap.compublished by the subject
- business email
- info@plexuscap.complexuscap.compublished by the subject
- business phone
- 919-256-6340adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- media
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Plexus Equity Fund-A L.P. | Feeder or parallel · ADV: Private Equity Fund | 2021 form d first sale | Mature | $213M Mar 28, 2024 | 135 | $204M | Mar 30, 2022 |
| Plexus Fund V-D, L.P. | Fund · ADV: Private Equity Fund | 2020 form d first sale | Mature | $79.3M Mar 28, 2024 | 9 | $80.0M of $80.0M | Jul 14, 2020 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
65 current, 2 departed
Cameron Weber
AssociateAssociate
Jake Renaud
AssociateAssociate
Jason Cotton
AssociateAssociate
Louis Robinson
AssociateAssociate
Rich Nicolaides
AssociateAssociate
Ryan Fisch
AssociateAssociate
Sam Bernstein
AssociateAssociate
Ted Bilden
AssociateAssociate
Alexander Christopher Bean
Board or advisoryTrustee · since Jul 1, 2018
Amanda Brantley Anders
Board or advisoryTrustee · since Dec 1, 2020
Barrett Rockwood Biringer
Board or advisoryTrustee · since Jan 1, 2022
Chris Antonello
Board or advisoryTrustee · since Jan 1, 2022
Dorsey Landis Tobias
Board or advisoryTrustee · since Jan 1, 2021
John Carlton Jester
Board or advisoryTrustee · since Jan 1, 2022
Katherine Cohen Walker
Board or advisoryTrustee · since Jan 1, 2022
Michael Kent Painter
Board or advisoryTrustee · since Sep 1, 2013
Michael Shel Becker
Board or advisoryTrustee · since Jan 1, 2022
Nina Szlosberg-Landis
Board or advisoryTrustee · since Jan 1, 2021
William Woodard Anders
Board or advisoryTrustee · since Nov 1, 2012
Robert Rufus Anders
General partnerCo-Founder And Partner · since May 1, 2005
Sean McDonell
Investor relationsHead of Capital Formation and Investor Relations
Michael Painter
Managing partnerManaging Partner, Owner
Bob Miller
Operating partnerOperating Partner
Chris Antonello
Operating partnerOperating Partner, Owner
Kevin McMahon
Operating partnerOperating Partner
Value Creation
Operating partnerOperating Partner
Download Overview
OtherInvestment Professionals Helping You Grow Your Business
Alex Bean
PartnerPartner, Owner
Bob Anders
PartnerPartner, Owner
Brad Pence
PartnerPartner, Owner
Deal Execution
PartnerPartner
Investor Relations
PartnerOwner
Jay Jester
PartnerPartner, Owner
Mike Becker
PartnerPartner, Owner
Robert Strange Gefaell
PartnerMember · since May 1, 2005
Will Anders
PartnerPartner, Owner
Christian Poveromo
Platform and operationsVice President, Finance
Lisa Goffredo
Platform and operationsDirector of Accounting
Madelaine Thomas
Platform and operationsDirector of Business Development and Data Operations
Ronda Myers Penn
Platform and operationsChief Financial Officer & Chief Compliance Officer · since Sep 1, 2012
Ronda Penn
Platform and operationsChief Financial Officer
Sarah Madden
Platform and operationsSenior Executive Assistant
Shirley Westbrook
Platform and operationsChief Administrative Officer Emeritus
Vanessa McCall
Platform and operationsExecutive Assistant
Zach Crawford
Platform and operationsVice President, Finance
Barrett Biringer
PrincipalPrincipal, Owner
Bradley James Pence
PrincipalPrincipal · since Jan 1, 2022
Cameron Coley
PrincipalPrincipal, Owner
Ian Wooley
PrincipalPrincipal
Katie Walker
PrincipalPrincipal, Owner
Kenneth Cameron Coley
PrincipalPrincipal · since Jan 1, 2022
Kevin Speight
PrincipalPrincipal
Mark Vavolizza
PrincipalPrincipal
Matt Smith
PrincipalDirector of Fund and Portfolio Management
Aashal Dave
Vice presidentVice President
Aj Hamel
Vice presidentVice President
Andrew Borchert
Vice presidentVice President, Portfolio Management
Ben Ralls
Vice presidentSenior Associate
Chad Rollins
Vice presidentVice President
Jack Canfield
Vice presidentVice President
Jonathan Cooke
Vice presidentVice President
Katie Mann
Vice presidentVice President
Rob Lovejoy
Vice presidentVice President
Ryne Collins
Vice presidentVice President
Will Fulton
Vice presidentVice President
2 departed (kept with end dates)
- Howard Kelly Landis · Trustee · Jul 1, 2011 to Mar 30, 2021 Inference
- Keyuri Patel · Chief Operating Officer · Apr 1, 2020 to Mar 30, 2023 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
13 dated events
- Mar 30, 2023Keyuri Naginlal Patel (Chief Operating Officer) no longer on Schedule A of Plexus Capital
- Jan 1, 2022Barrett Rockwood Biringer joined Schedule A of Plexus Capital as Trustee
- Jan 1, 2022Chris Antonello joined Schedule A of Plexus Capital as Trustee
- Jan 1, 2022Kenneth Cameron Coley joined Schedule A of Plexus Capital as Member
- Jan 1, 2022Katherine Cohen Walker joined Schedule A of Plexus Capital as Trustee
- Jan 1, 2022Bradley James Pence joined Schedule A of Plexus Capital as Member
- Mar 30, 2021Howard Kelly Landis (Trustee) no longer on Schedule A of Plexus Capital
- Mar 30, 2021Plexus Equity Fund-A L.P. first reported on Form ADV by Plexus Capital (Private Equity Fund)Fund first reported on Form ADVFundsFactPlexus Equity Fund-A L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2021Nina Szlosberg-Landis joined Schedule A of Plexus Capital as Trustee
- Jan 1, 2021Dorsey Landis Tobias joined Schedule A of Plexus Capital as Trustee
- Dec 1, 2020Amanda Brantley Anders joined Schedule A of Plexus Capital as Trustee
- Aug 26, 2020Plexus Capital first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Aug 26, 2020Plexus Fund V-D, L.P. first reported on Form ADV by Plexus Capital (Private Equity Fund), GAV $80,513,734Fund first reported on Form ADVFundsFactPlexus Fund V-D, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 13 private funds
Evidence
35 observations from 2 sources