STELLEX CAPITAL
Latest filing: Mar 31, 2025 (124 days ago)
AUM
$4,976,925,987
54% change vs. 1 year ago
74% change vs. 3 years ago
459% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
46
12% change vs. 1 year ago
35% change vs. 3 years ago
109% change vs. 5 years ago
667% change vs. 10 years ago
Main Office
NEW YORK, NY
900 THIRD AVENUE, 25TH FLOOR, NEW YORK, NY, UNITED STATES, 10022-4778
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $5.0 |
| Non-Discretionary | $0.0 |
| Total | $5.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $5.0 |
| Institutional | $0.0 |
| Total | $5.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STELLEX TITAN CO-INVEST GP LP | $0.0 | - | |
| STELLEX MANAGEMENT PARTNERS A LP | $0.0 | - | |
| STELLEX PARTNERS LP | $0.0 | - | |
| STELLEX CAPITAL MANAGEMENT UK LLP | $0.0 | - | |
| OCTANT, LLC | $0.0 | - | |
| STELLEX PARTNERS II LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| BRADDOCK, JOSEPH, ANTHONY | CHIEF FINANCIAL OFFICER |
| STEWART, MICHAEL, DAVID | MANAGING PARTNER, LIMITED PARTNER, MEMBER |
| WHITEMAN, RAYMOND, ALSTON | MANAGING PARTNER, LIMITED PARTNER, MEMBER |
| APPELBAUM, AMANDA, JEAN | CHIEF COMPLIANCE OFFICER AND ASSOCIATE GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $5.0 | $0.0 | 0% | 46 | 0 | 0% |
| 2025-04-21 | $5.0 | $0.0 | 0% | 46 | 0 | 0% |
| 2024-04-02 | $3.2 | $1.7 | 54% | 41 | 5 | 12% |
| 2023-04-04 | $3.2 | $1.8 | 56% | 39 | 7 | 18% |
| 2022-04-01 | $2.9 | $2.1 | 74% | 34 | 12 | 35% |
| 2021-04-05 | $2.7 | $2.2 | 82% | 29 | 17 | 59% |
| 2020-04-01 | $0.9 | $4.1 | 459% | 22 | 24 | 109% |
| 2019-04-01 | $1.1 | $3.9 | 369% | 12 | 34 | 283% |
| 2018-04-02 | $1.0 | $4.0 | 405% | 12 | 34 | 283% |
| 2017-04-01 | $0.7 | $4.3 | 637% | 11 | 35 | 318% |
| 2016-04-01 | $0.4 | $4.5 | 1009% | 11 | 35 | 318% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 6 | 40 | 667% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, MI-03/31/2022, NY-03/20/2015, PA-03/31/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV