Julex Capital Management, LLC (Wellesley)

Name: Julex Capital Management, LLC
Address: 40 Grove Street, Wellesley, MA, 02482
Telephone: 781-489-5398

Julex Capital Management, LLC is a large advisory firm based in Wellesley. It manages $1.28 billion of regulatory assets for 6,447 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.

Julex Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and model provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Julex Capital Management: assets under management

The assets under management (AUM) of Julex Capital Management, LLC is $1.28 billion. The firm's AUM has grown by 713% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $142.8 million in discretionary accounts and $1.14 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.21 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $176.97 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Julex Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Xianghai Henry Ma serves?

The firm provides services to individuals, investment companies, and corporations or other businesses. The largest group of clients of Xianghai Henry Ma is individuals with 6,444 clients and $1.04 billion of assets under management. Among the 8 most similar advisory firms, Julex Capital Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $1.28 billion for 6,447 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Julex Capital Management doesn't advise any private funds.

Careers at Julex Capital Management, LLC

The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Xianghai Henry Ma has been acting as President since 1 Apr 2012. Erik Christian Philbrook joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Xianghai Henry Ma	President	1 Apr 2012	75% - 100%	6056993
Anthony G Ash	Member	1 Apr 2012	Other	6146813
Brian Cawley Phelan	Managing director	1 Apr 2012	Other	832753
John Hancock Life Insurance Company (U.S.A.)	Member	1 Mar 2014	Other	01-0233346
Jeffrey Brian Megar	Managing director	1 Nov 2015	Other	4347146
Erik Christian Philbrook	Chief compliance officer	1 Dec 2015	Other	2712292

Based in Wellesley

The principal office where Julex Capital Management, LLC performs its advisory services is located at 40 Grove Street, Wellesley, MA 02482, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-489-5398. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at julexcapital.com.