Stellus Private Bdc Advisor, LLC

RIASEC RegisteredEst. 2021
Total AUM
$473M
Discretionary
$473M
100% of AUM
Avg account
$473M
Accounts
1
Employees
36
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Robert Ladd

    Robert Ladd

    Managing PartnerCRD 4393225

  • William Huskinson

    William Huskinson

    PartnerCRD 6009384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth