Stellus Capital Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$175M
Accounts
20
Employees
36
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
160115
Registered since
January 17, 2012
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 investment manager and capital allocator organized as an LLC and SEC-registered since 2012. The firm serves institutional clients and combines traditional AUM-based fees with performance-based compensation. Its advisory work centers on managing pooled investment vehicles and investment companies; it also functions as a sponsor, general partner and managing member for private funds. Stellus reports it is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • DEAN DANGELO

    PartnerCRD 2988595

  • WILLIAM HUSKINSON

    PartnerCRD 6009384

  • ROBERT LADD

    Managing PartnerCRD 4393225

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth