PLUTUS21 CAPITAL MANAGEMENT, L.L.C

Overview

Plutus21 Capital Management, L.L.C. is a small, privately held investment adviser organized as a limited liability company that focuses on discretionary portfolio management for both individuals/families and institutional clients. The firm charges both a percentage-of-AUM fee and performance-based fees, which aligns incentives toward active, outcome-oriented management. Equity exposure is central to the investment approach: the firm’s reported preference is for exchange-traded equities as the primary vehicle for client portfolios. Beyond public equities, Plutus21 plays an active role with alternative strategies and acts as a sponsor, general partner, or managing member of pooled investment vehicles, indicating hands-on involvement in private fund structures and co-investments. Plutus21’s advisory activity centers on customized portfolio management for small businesses and institutions as well as individual investors. The firm is not flagged as an active ESG investor and operates under a straightforward advisory model rather than as a pension consultant or multi-state adviser. Use of performance fees and sponsor/GP roles suggests a mix of SMA-style equity management and private fund vehicles for clients seeking outsized or niche returns.

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