JULEX CAPITAL MANAGEMENT, LLC

HTTP://WWW.JULEXCAPITAL.COM WELLESLEY, MA Investment Advisor How do I update this listing?

Julex Capital Management is based out of Wellesley. Julex Capital Management is a large advisory firm with 6447 clients and discretionary assets under management (AUM) of $142,798,155 (Form ADV from 2019-02-01). Their last reported 13F filing for Q1 2019 included $115,432,121 in managed 13F securities and a top 10 holdings concentration of 92.06%. Julex Capital Management's largest holding is SPDR S&P Utilities ETF with shares held of 247,547. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -26.26%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JULEX CAPITAL MANAGEMENT
40 GROVE STREET SUITE 140
WELLESLEY MA    02482
Country: United States

Business Phone: 781-489-5398
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
Amount of client funds and securities:
Total Number of Clients: 6447
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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