Plantagenet Capital

W. Andrew Krusen Jr. founded the firm in 1995 and serves as its Managing Partner. Public filings identify him as the principal owner and key decision-maker. The firm does not maintain marketing materials listing a broader investment committee, indicating a founder-led decision structure.

The firm runs a crossover portfolio spanning public equities and private growth-stage companies. Its 13F filings over the past decade have shown concentrated positions in large-cap technology companies, most notably Apple. Private investments are made directly, with a focus on enterprise software, healthcare services, and industrial technology.

Plantagenet is structured as a registered investment adviser, not a family office. It manages external capital through pooled investment vehicles and separately managed accounts. The firm files as an exempt reporting adviser, which means it has historically operated below the SEC registration threshold for regulatory assets under management.

The firm manages external capital. Its SEC Form ADV filings confirm it operates pooled investment vehicles open to qualified purchasers. The limited disclosure and absence of broad marketing suggest a concentrated, long-tenured limited-partner base rather than a broadly syndicated institutional raise structure.

The primary distinction is longevity. Plantagenet launched its crossover technology strategy in 1995, more than a decade before the model became widely adopted by firms like Tiger Global and Coatue. It has operated the strategy through multiple technology cycles without the pressure of fund-duration constraints that govern most venture and hedge fund structures.