Plutus21 Capital Management, L.L.C.

RIAState Registered
Total AUM
$4.4M
Discretionary
$4.4M
100% of AUM
Avg account
$65.1K
Accounts
68
Employees
2
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
322881
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth