STELLUS CAPITAL INCOME PBDC, LLC

RIASEC RegisteredEst. 2021
Total AUM
$473M
Discretionary
$473M
100% of AUM
Avg account
$473M
Accounts
1
Employees
36
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
317513
Registered since
December 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Stellus Capital Income Pbdc, LLC is a limited liability company that registered with the SEC in 2021 and operates primarily for institutional clients. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management services for investment companies. It also serves as a sponsor, general partner, and managing member of pooled investment vehicles, which positions it as an active manager of collective, income-oriented strategies rather than a traditional retail RIA. The firm's fee model combines a percentage-of-AUM charge with performance-based fees, a structure commonly used by managers running closed-end vehicles, private funds or specialized pooled strategies. Stellus Capital Income Pbdc, LLC does not identify as an active ESG investor, and its registered activities do not include pension consulting or multi-state adviser status, indicating a narrow, institutionally focused business profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

2 of 2
  • WILLIAM HUSKINSON

    PartnerCRD 6009384

  • ROBERT LADD

    Managing PartnerCRD 4393225

Wealth teams

FINTRX

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
4400 Post Oak Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth