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JULEX CAPITAL MANAGEMENT
Legal name: JULEX CAPITAL MANAGEMENT, LLC
CRD 166053File 801-106823
APPROVED
Retail clients
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$246.7M
Below cohort median (national)
Discretionary AUM
$1.5M
Non-discretionary $245.2M
Clients
1,716
1,716 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 28, 2015
- Principal office
- 209 WEST CENTRAL STREET, SUITE 314, NATICK, MA, 01760
- Phone
- 7817078319
- Website
- HTTP://WWW.JULEXCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.7M
- Discretionary AUM
- $1.5M
- Non-discretionary AUM
- $245.2M
- Discretionary accounts
- 18
- Non-discretionary accounts
- 1,698
- Total accounts
- 1,716
- AUM per client
- $144K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1,698 | $245.2M |
| Individuals (other than high net worth individuals) | 18 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,611 | 1,716 | increased by105 |
| Mar 1, 2026 | AUM | $335,703,957 | $246,703,138 | decreased by$89,000,819 |
| Mar 1, 2026 | Accounts | 1,611 | 1,716 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,326 | 1,611 | increased by285 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $389,138,731 | $335,703,957 | decreased by$53,434,774 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,326 | 1,611 | increased by285 |
| May 1, 2022 | Clients | 1,445 | 1,326 | decreased by119 |
| May 1, 2022 | AUM | $402,111,079 | $389,138,731 | decreased by$12,972,348 |
| May 1, 2022 | Accounts | 1,445 | 1,326 | decreased by119 |
| Apr 1, 2022 | AUM | $333,927,898 | $402,111,079 | increased by$68,183,181 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JULEX CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JULEX CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.