PLUSCIOS MANAGEMENT LLC

RIASEC RegisteredEst. 2008
Total AUM
$258M
Discretionary
$258M
100% of AUM
Avg account
$51.6M
Accounts
5
Employees
5
Advisory reps
3

Firm details

Headquarters
EVANSTON, Illinois
CRD number
146761
Registered since
June 17, 2008
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Pluscios Management LLC operates as a hedge fund manager focused on institutional pooled vehicles. The firm is organized as an LLC, has been SEC-registered since 2008, and is owned by an individual. Its advisory mandate centers on running pooled investment products and selecting other advisers to manage portions of those vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a typical hedge-fund compensation model. Strategically, Pluscios directs allocations into alternative strategies rather than long-only public equity mandates. The firm reports no active ESG program and does not operate across multiple states, indicating a concentrated operating footprint and investment focus. It is not characterized as a capital allocator; instead, it manages its funds directly and hires external managers when it makes sense for specific strategies or sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • KELLY CHESNEY

    Co-FounderCRD 5538862

  • THERESA MOZZOCCI

    Managing DirectorCRD 2647856

  • CONSTANCE TESKA

    Co-FounderCRD 5057839

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EVANSTON, IL

COOK

Location

EVANSTON, IL

Headquartered in EVANSTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1603 Orrington Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth