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JULEX CAPITAL MANAGEMENT

NATICK, MA · CRD 166053 · IAPD ↗ · julexcapital.com · 7817078319

$246.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — JULEX CAPITAL MANAGEMENT reported RAUM down 27% ($335.7M -> $246.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
February 2025 — JULEX CAPITAL MANAGEMENT moved its main office from WELLESLEY, MA to NATICK, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.