← Back to searchVisit website
ADDENDA CAPITAL
ADDENDA CAPITAL INC.
CRD 137034 · SEC 801-64799
800 RENE-LEVESQUE BLVD. WEST, SUITE 2800, MONTREAL, QUEBEC, AL, H3B 1X9, Canada
Phone
514-287-7373
Fax
514-287-7200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$29.02B
Discretionary AUM
$29.02B
Team
163 total employees; 60 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $0 |
| High net worth individuals | 30 | $11.0M |
| Pooled investment vehicles | 220 | $9.61B |
| Pension/profit sharing plans | 19 | $2.83B |
| Charitable organizations | 5 | $709.6M |
| State/municipal entities | 9 | $3.07B |
| Other investment advisers | 9 | $1.06B |
| Insurance companies | 25 | $10.24B |
| Corporations/business entities | 17 | $1.50B |
States served
AL, AR, DE, GA, ME, MA, MI, WI, VI
All web addresses on file
Official SEC filing: View on IAPD