# PLUNKETT & ASSOCIATES, INC.

PLUNKETT & ASSOCIATES, INC. is an Asset Manager based in Little Rock, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Little Rock, United States
- **Region:** North America
- **Address:** Little Rock, AR, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** plunkettandassociates.com

## Regulatory record

- **CRD number:** 127176
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127176

## About

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.

## Sectors

- Financial Services

## People

- James M. Plunkett — President and CEO

## 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.

## Related profiles

- [BDM Investments](https://altss.com/profile/bdm-investments-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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