Plutus21 Capital Management, L.L.C.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 322881
- Website
- www.plutus21.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI61.32%
- Corporations / Businesses38.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Plutus21 Capital Management, L.L.C. is a Texas-based LLC that provides portfolio management services to individuals, families and institutions. The firm organizes client relationships on both percentage-of-AUM and performance-fee terms and advertises portfolio management for individuals/small businesses as well as for businesses or institutional clients. It reports no formal ESG investing posture and is not structured as a multi-state adviser. Plutus21 also engages as a sponsor, general partner or managing member of pooled investment vehicles, indicating occasional direct involvement in fund-level management alongside its advisory work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 4311 Oak Lawn Ave
- Time zone
- CT (UTC-6)
- Office locations
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