Julex Capital Management, LLC
● SEC registered since 2015CRD 166053SEC# 801-106823Natick, MA
Reg. AUM
$246.7M
Employees
3
Accounts
1,716
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 $246.7 million in regulatory assets under management and employs 3 people.
Julex Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Cawley Phelan Control | Member | 5-10% | 2012 |
| Erik Christian Philbrook | Member | Under 5% | 2015 |
| Jeffrey Brian Megar | Member | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Julex Capital Management, LLC manage?
Julex Capital Management, LLC reports $246.7 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
| Address | 209 West Central Street, Suite 314, Natick, MA 01760 |
| Phone | 7817078319 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1657064 |
| Discloses disciplinary history | No |
Regulatory AUM
$246.7M▼ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$246.7Mregulatory AUM
Discretionary $1.5MNon-discretionary $245.2M