JULEX CAPITAL MANAGEMENT

Legal name: JULEX CAPITAL MANAGEMENT, LLC

CRD 166053File 801-106823

APPROVED

Retail clients

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$246.7M

Below cohort median (national)

Discretionary AUM

$1.5M

Non-discretionary $245.2M

Clients

1,716

1,716 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.