# JULEX CAPITAL MANAGEMENT, LLC

JULEX CAPITAL MANAGEMENT, LLC of NATICK, MA is an SEC-registered investment adviser.

## Registration

- CRD: 166053
- Type: SEC-registered investment adviser
- SEC file number: 801-106823
- Location: 209 WEST CENTRAL STREET, SUITE 314, NATICK, MA, 01760
- Phone: 7817078319
- Latest filing: 2026-02-24
- Regulatory AUM: $246.7M
- Discretionary AUM: $1.5M
- Non-discretionary AUM: $245.2M
- Clients: 3
- Accounts: 1,716

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Moran Michael | CHIEF COMPLIANCE OFFICER | Lempster, NH |
| Xianghai Henry Ma | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Brian Cawley Phelan | MEMBER | — |
| Erik Christian Philbrook | MEMBER | — |
| Jeffrey Brian Megar | MANAGING DIRECTOR; MEMBER | — |
| Wade Christopher Boylan | CHIEF COMPLIANCE OFFICER | — |
| BOYLAN WADE CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| MEGAR JEFFREY BRIAN | MANAGING DIRECTOR | — |
| MA XIANGHAI HENRY | PRESIDENT; PRESIDENT/CCO | — |
| ASH ANTHONY G | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MEMBER | — |
| PHELAN BRIAN CAWLEY | MANAGING DIRECTOR; MEMBER | — |
| PHILBROOK ERIK CHRISTIAN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Moran Brian M | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166053/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166053/similar
- Related entities: https://search.stillhousedata.com/firm/166053/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166053

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.