Addenda Capital

RIASEC Registered

Total AUM

$29B

Discretionary

$29B

100% of AUM

Avg account

$86.4M

Accounts

336

Employees

163

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 137034
Registered since: October 21, 2005
Website: addendacapital.com
Custodians: CIBC WORLD MARKETS CORP., RBC INVESTOR SERVICES (RBCIS)
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Insurance Companies35.3%
Pooled Investment Vehicles33.1%
State / Municipal Government10.57%
Pension & Profit Sharing Plans9.76%
Corporations / Businesses5.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Addenda Capital operates as an institutional registered investment adviser focused on both individual/family and institutional clients. The firm is SEC-registered (initial registration in 2005) and reports ownership that includes a foreign entity alongside an individual owner. Its advisory work spans discretionary portfolio management for individuals/small businesses, pooled investment vehicles, and institutional clients, and the firm also produces periodicals and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm identifies as an active ESG investor. Its public filings list affiliations with broker-dealer and insurance company organizations, indicating relationships across distribution and product channels as well as custody/administration linkages.