STELLEX CAPITAL

RIASEC RegisteredEst. 2015
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$346M
Accounts
20
Employees
45
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
174278
Registered since
March 20, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stellex Capital is a private equity firm organized as a limited liability company that focuses on sponsored pooled investment vehicles and direct private equity activity. The firm serves institutional clients and runs portfolio management for pooled vehicles while also acting as sponsor, general partner and managing member of those vehicles. Stellex Capital reports being an active ESG investor, and its advisory model mixes traditional percentage-of-AUM fees with performance-based fees tied to fund results. Investment activity centers on privately negotiated opportunities: the firm both manages its own private funds and participates in third‑party alternative strategies. With SEC registration beginning in 2015, Stellex Capital positions itself to deploy control- and buyout-style private equity capital while incorporating real estate and private credit exposure where it complements core deals and return targets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOSEPH BRADDOCK

    Chief Financial OfficerCRD 3222656

Contacts

3 of 3
  • MICHAEL STEWART

    Managing PartnerCRD 2889745

  • RAYMOND WHITEMAN

    Managing PartnerCRD 6437006

  • Amanda Bailey

    CCOCRD 6996926

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
900 Third Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth