Stellex Capital

RIASEC RegisteredEst. 2015
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$346M
Accounts
20
Employees
45
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
174278
Registered since
March 20, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stellex Capital LLC is a private equity manager organized as an LLC and registered with the SEC in 2015. The firm operates primarily for institutional clients and provides portfolio management for pooled investment vehicles. It serves in sponsor and GP roles for pooled vehicles and also acts as a sponsor of limited partnerships. Ownership is a mix of domestic entities and individuals. Compensation combines an asset-based fee with performance-linked fees, and the firm identifies as an active ESG investor.

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

Owners & executives

1 of 1
  • Joseph Braddock

    Joseph Braddock

    Chief Financial OfficerCRD 3222656

Contacts

3 of 3
  • Michael Stewart

    Michael Stewart

    Managing PartnerCRD 2889745

  • Raymond Whiteman

    Raymond Whiteman

    Managing PartnerCRD 6437006

  • Amanda Bailey

    Amanda Bailey

    CCOCRD 6996926

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
900 Third Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth