Stellus Capital Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$175M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 160115
Registered since: January 17, 2012
Website: www.stelluscapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles70.32%
Business Development Companies29.68%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stellus Capital Management, LLC is a private-equity-focused manager and capital allocator that operates as a limited liability company and has been SEC-registered since 2012. The firm serves institutional clients and combines portfolio management responsibilities for investment companies and pooled investment vehicles with sponsor/GP roles in its own pooled products. Fee arrangements include both a percentage-of-assets component and performance-based fees. Stellus does not position itself as an active ESG investor and is not registered as a multi-state or newly formed adviser.