RIA Intel›Advisers›Massachusetts›JULEX CAPITAL MANAGEMENT, LLC

JULEX CAPITAL MANAGEMENT, LLC

Advisory

N·NATICK, MA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$247M

1-Year AUM Growth

+1.7%

3-Year CAGR

+2.8%

Employees

3

Assets Under Management

Total AUM$247M

Discretionary AUM$2M

Non-Discretionary AUM$245M

Discretionary %0.6%

Total Clients1,611

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record25

First FilingOct 15, 2015

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JULEX CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.