The STELLUS CAPITAL MANAGEMENT, LLC is a publicly held investment adviser that advises $3.98Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. STELLUS CAPITAL MANAGEMENT, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 146.48% over the last 5-years.
The Group has been registered with the SEC for 14.55 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 4400 POST OAK PARKWAY SUITE 2200, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 36 employees comprised of 20 investment and 16 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $3.98Bn in assets advised are owned by 21 private funds, 2 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.47Bn or 61.97% of Total Assets and Business Development Companies (BDC) own $1.51Bn or 38.03% of Total Assets.
The Group's top investment strategies include FI/Credit - Lending and FI/Credit - Diverse, representing 85.62% and 14.38% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Business Development Companies (BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 9 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $1.2Bn in assets.
The Group discloses management fees and performance-based fees.
STELLUS CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.