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STELLEX CAPITAL

NEW YORK, NY · CRD 174278 · IAPD ↗ · stellexcapitalmanagement.com · 212-710-2323

$6.91BRegulatory AUM
36Advisory reps
45Employees
0Clients
n/aPlanning clients
17Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — STELLEX CAPITAL reported RAUM up 39% ($4.98B -> $6.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — STELLEX CAPITAL added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — STELLEX CAPITAL reported RAUM up 54% ($3.23B -> $4.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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