Julex Capital Management
Firm details
- Headquarters
- Natick, Massachusetts
- CRD number
- 166053
- Registered since
- October 28, 2015
- Website
- www.julexcapital.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers99.38%
- Individuals0.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Julex Capital Management is an institutional registered investment adviser organized as a limited liability company. The firm is SEC-registered and has been registered since 2015. Its stated client base spans individuals and families as well as institutional accounts, and its advisory work focuses on portfolio management for both small businesses/individuals and for businesses or institutions. The firm charges fees based on a percentage of assets under management alongside other fee arrangements, and it identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Erik Philbrook
CCO & COOCRD 2712292
Contacts
3 of 3
Jeffrey Megar
VP, Business DevelopmentCRD 4347146
Brian Phelan
Founding PartnerCRD 832753
Xianghai Ma
PresidentCRD 6056993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Natick, MA
Middlesex
Location
Natick, MA
Headquartered in Natick, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 209 W Central St
- Time zone
- ET (UTC-5)
- Office locations
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