Addison Capital

Overview

Addison Capital is organized as an LLC and registered with the SEC in 2007. It is classified as a private equity fund that serves both individual and family clients as well as institutional investors. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also performs manager selection for third-party advisers. Its fees are a mix of percentage-of-AUM and fixed fees. The firm maintains multiple industry roles beyond advisory work: it has affiliations as a broker‑dealer, an insurance company, an additional investment adviser, and as a sponsor/GP/managing member of pooled investment vehicles. Those affiliations suggest Addison Capital both allocates to external managers and sponsors or operates its own pooled vehicles. The firm is not identified as an active ESG investor and is not categorized as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives