Stellex Capital Management Llc
- Regulatory AUM
- $6.9B
- Discretionary
- $6.9B
- Clients
- 20
- Avg AUM / client
- $346M
- Accounts
- 20
- Employees
- 45
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $6.9B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stellex Capital Partners Ii Lp | Private Equity Fund | Delaware | $1.3B | 85 |
| Stellex Capital Partners Lp master | Private Equity Fund | Delaware | $953M | 49 |
| Stellex Capital Partners Ii A Lp master | Private Equity Fund | Delaware | $94.0M | 19 |
| Stellex Ii Co Investment Ny Lp | Private Equity Fund | Delaware | $27.2M | 2 |
| Stellex Armada Co Invest Lp | Private Equity Fund | Delaware | $18.0M | 2 |
| Stellex Stucki Co Invest Lp | Private Equity Fund | Delaware | $16.2M | 3 |
| Stellex Capital Investors Lp | Private Equity Fund | Delaware | $14.2M | 28 |
| Stellex Titan Co Invest Lp | Private Equity Fund | Delaware | $1.9M | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Braddock, Joseph, Anthony | Chief Financial Officer | Mar 2014 (12y) | Less than 5% | |
| Stewart, Michael, David | Managing Partner | Mar 2014 (12y) | 25% – 50% | |
| Whiteman, Raymond, Alston | Managing Partner | Mar 2014 (12y) | 50% – 75% | |
| Appelbaum, Amanda, Jean | Chief Compliance Officer And Associate General Counsel | Aug 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stellex Capital Management A Lp | Sole Member | Dec 2019 | A | 75% or more |
| Stellex Capital Management A Llc | General Partner | Dec 2019 | B | GP / trustee / elected manager of Stellex Capital Management A Lp (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $2.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stellex Capital Partners Ii Lp | Private Equity Fund | $1.3B | $10.0M | 85 |
| Stellex Capital Partners Lp | Private Equity Fund | $953M | $10.0M | 49 |
| Stellex Capital Partners Ii A Lp | Private Equity Fund | $94.0M | $10.0M | 19 |
| Stellex Ii Co Investment Ny Lp | Private Equity Fund | $27.2M | $500K | 2 |
| Stellex Armada Co Invest Lp | Private Equity Fund | $18.0M | $10.0M | 2 |
| Stellex Stucki Co Invest Lp | Private Equity Fund | $16.2M | $0 | 3 |
| Stellex Capital Investors Lp | Private Equity Fund | $14.2M | $10.0M | 28 |
| Stellex Titan Co Invest Lp | Private Equity Fund | $1.9M | $25.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗