|
⚲
|
| Julex Capital Management LLC
✚
|
|
|---|---|
| CRD # | 166053 |
| SEC # | 801-106823 |
| CIK # | 0001657064 |
| AUM | $246.7 M (2026-02-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 781-707-8319 |
| Address | 209 West Central Street Natick, MA 01760 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 0.0 | ||
| Colgate Palmolive Co | 0.0 | ||
| Altria Group Inc | 0.0 | ||
| McGraw-Hill Companies Inc | 0.0 | ||
| Fedex Corp | 0.0 | ||
| O Reilly Automotive Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 1.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1,698 | 245.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,716 | 246.7 |
| By Discretionary | ||
| Discretionary | 18 | 1.5 |
| Non-Discretionary | 1,698 | 245.2 |
| Total | 1,716 | 246.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.7 | |
| Total | 1,716 | 246.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001657064] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Northern Edge Wealth Management LLC
✚
|
MI | 0.2 |
|
Lighthouse Wealth Management LLC
✚
|
PA | 0.2 |
|
Value Investment Professionals LLC
✚
|
NY | 0.2 |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
McKinney Capital Management LLC
✚
|
TX | 0.2 |