Addenda Capital

Addenda Capital (CRD# 137034) is a financial advisory firm headquartered in Montreal, Quebec, . They manage $18,824,789,371 in 319 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,825
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $59,011,879
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, DE, GA, ME, MI, WI

Financial Advisors at Addenda Capital
No Advisor Found.
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