A complete list of active advisors currently associated with Plutus21 Capital Management, L.L.C
Warmer can help you find a great advisor at Plutus21 Capital Management, L.L.C or one who fits your needs even better.
Plutus21 Capital Management provides discretionary separately managed account (SMA) services primarily to institutional investors and high‑net‑worth individuals, offering portfolios that combine digital assets with traditional securities such as stocks, bonds, ETFs, options, mutual funds and private investments. The firm generally does not target lower‑net‑worth retail individuals and emphasizes continuous, tailored supervision under each client’s advisory agreement. Investment programs are built from a curated approved asset list and delivered through thematic SMAs with a predominantly long‑term orientation, while permitting tactical short‑term trades for tax‑loss harvesting or other client needs; clients may impose reasonable investment restrictions. Portfolios may include digital‑asset‑specific strategies (staking, ICO presales, programmatic execution) and the firm selects custodians and exchanges to support both cryptocurrency and traditional market access. Plutus21 maintains an affiliation with a related manager that operates private pooled funds focused on blockchain and technology investments, and it may enter performance‑based fee arrangements for qualified clients using high‑water marks and hurdle provisions—features that are uncommon among peers. The firm aggregates client orders via an omnibus account, requires use of its chosen custodians and currently does not provide on‑platform proxy voting or direct participation in on‑chain governance due to custodian infrastructure limitations.
To learn more about the advisors currently working at Plutus21 Capital Management, L.L.C, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 3
| |
Dallas, TX
| 5
|
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