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PLUNKETT & ASSOCIATES, INC.
PLUNKETT & ASSOCIATES, INC. is a state-registered investment adviser. The firm manages approximately $8 million in regulatory assets. It has 2 employees and...
Overview
PLUNKETT & ASSOCIATES, INC. is a state-registered investment adviser. The firm manages approximately $8 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1981
Location
Region
North America
Country
United States
City
Little Rock
Corporate office
Little Rock, AR, United States
Principals
James M. Plunkett
President and CEO
Sector focus
Frequently asked questions
Which sectors does PLUNKETT & ASSOCIATES explicitly avoid?
The firm does not invest in public equities, private equity, venture capital, real estate, or alternative assets. Its singular focus is investment-grade fixed-income securities for insurance company portfolios. This exclusion list reflects a deliberate institutional design choice rather than a temporary tactical position.
What is PLUNKETT & ASSOCIATES' known posture on co-investments alongside external managers?
The firm does not participate in co-investment vehicles, fund commitments, or club deals alongside external general partners. Given its exclusive focus on direct fixed-income portfolio management for insurance clients, the co-investment model is structurally misaligned with its investment process and client mandates.
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