Investment adviser · CRD 166053
JULEX CAPITAL MANAGEMENT
Investment adviser filing (IA)
JULEX CAPITAL MANAGEMENT, LLC
NATICK, MA, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $247M Form ADV · Item 5.F
- Client accounts
- 1,716 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 1,698 | $245,175,245 | 99.4% |
| Individuals | 18 | $1,527,893 | 0.6% |
Filing source
Form ADV 2057555 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
209 WEST CENTRAL STREET, SUITE 314NATICK, MA, 01760, United States
CRD 166053
Filing source
Form ADV 2057555 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.