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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2008
- Office Locations
- 1
Office Locations
About Plein AIR Capital Advisers, LLC
Plein Air Capital Advisers, LLC (founded 2008) is a Maryland and DC-registered RIA providing investment advice to high net worth and institutional clients. The firm applies a fundamentals-driven, long-term approach focused on selecting a concentrated set of companies while avoiding permanent capital loss. Portfolios make significant use of ETFs, with custody reported at Fidelity/NFS, and the firm emphasizes transparency in client interactions.
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Owner & Executives
SARA J CAVENDISH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3202182
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,551,448 | -- |
| Non-Discretionary | $9,014 | -- |
| Total | $28,560,462 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,560,462
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,234,546,554 | 37.9% |
| Public Funds | $573,298,664 | 17.6% |
| Cash | $1,182,428,494 | 36.3% |
| Private Funds | $267,105,059 | 8.2% |
| Total | $3,257,378,771 | 100.0% |