Stellus Private Bdc Advisor, LLC
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
FINTRXOverview
Stellus Private Bdc Advisor, LLC is a limited liability company registered with the SEC in 2021 and operates as an institutional registered investment adviser. The firm’s client base is institutional and its mandate centers on serving investment companies; regulatory filings identify portfolio management for investment companies among its advisory activities. It also holds CPO/CTA status and is identified as a sponsor, general partner or managing member of pooled investment vehicles, indicating active involvement in pooled-alternative structures rather than acting as a multi-manager allocator. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with compensation approaches used by advisers to closed-end funds and private pooled vehicles. Stellus Private Bdc Advisor is not flagged as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Robert Ladd
Managing PartnerCRD 4393225

William Huskinson
PartnerCRD 6009384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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