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JULEX CAPITAL MANAGEMENT
JULEX CAPITAL MANAGEMENT, LLC
CRD 166053 · SEC 801-106823
209 WEST CENTRAL STREET, SUITE 314, NATICK, MA, 01760, United States
Phone
7817078319
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.7M
Discretionary AUM
$1.5M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)MODEL PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.5M |
| Other investment advisers | 1698 | $245.2M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD