Stellus Private Bdc Advisor, 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 Private Bdc Advisor, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves institutional clients and provides portfolio management for investment companies. Its regulatory and operating activities include acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and serving as sponsor, general partner or managing member of pooled investment vehicles. Compensation is primarily a percentage of assets under management and may include performance-based fees. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • William Huskinson

    William Huskinson

    PartnerCRD 6009384

  • Robert Ladd

    Robert Ladd

    Managing PartnerCRD 4393225

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth