Stellus Private Bdc Advisor, Llc
- Regulatory AUM
- $473M
- Discretionary
- $473M
- Clients
- 1
- Avg AUM / client
- $473M
- Accounts
- 1
- Employees
- 36
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $473M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ladd, Robert, Thomsen | Managing Partner | Jan 2012 (15y) | ≈ 21.09% – 75% via Scm Holdings Gp, Llc. | |
| Huskinson, William, Todd | Cco And Cfo | Oct 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stellus Capital Management, Llc | Sole Member | Oct 2021 | A | 75% or more |
| Scm Holdings Gp, Llc. | General Partner | Jan 2012 | B | ≈ 42.19% – 100% via Stellus Capital Management Holdings, L.P. |
| Stellus Capital Management Holdings, L.P. | Sole Member | Jan 2012 | B | ≈ 56.25% – 100% via Stellus Capital Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ladd, Robert, Thomsen: 50% – 75% of Scm Holdings Gp, Llc. × 75% – 100% of Stellus Capital Management Holdings, L.P. × 75% – 100% of Stellus Capital Management, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Scm Holdings Gp, Llc.: 75% – 100% of Stellus Capital Management Holdings, L.P. × 75% – 100% of Stellus Capital Management, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Stellus Capital Management Holdings, L.P.: 75% – 100% of Stellus Capital Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.5 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 investment companies
Custody
Firm reports it does not have 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗