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Julex Capital Management, LLC

● SEC registered since 2015CRD 166053SEC# 801-106823Natick, MA
Export (members)
Reg. AUM
$335.7M
Employees
3
Accounts
1,611
Location
Natick, MA

Julex Capital Management, LLC assets under management

Julex Capital Management, LLC is an investment advisory firm registered with the SEC based in Natick, MA. The firm has been registered since 2015. It reports $335.7 million in regulatory assets under management and employs 3 people.

Julex Capital Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Cawley Phelan ControlMember5-10%2012
Erik Christian PhilbrookMemberUnder 5%2015
Jeffrey Brian MegarManaging DirectorUnder 5%2015
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Frequently asked questions

How much does Julex Capital Management, LLC manage?

Julex Capital Management, LLC reports $335.7 million in regulatory assets under management on its Form ADV.

How many employees does Julex Capital Management, LLC have?

Julex Capital Management, LLC reports 3 employees.

Where is Julex Capital Management, LLC located?

Julex Capital Management, LLC is based in Natick, MA and has been SEC-registered since 2015.

Does Julex Capital Management, LLC disclose fund performance?

Julex Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address209 West Central Street, Suite 314, Natick, MA 01760
Phone7817078319
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1657064
Discloses disciplinary historyNo

Assets under management

Discretionary$1.5M
Non-discretionary$334.2M
Total (RAUM)$335.7M