ADDENDA CAPITAL (CRD# 137034) is an SEC-Registered Investment Advisor (RIA), headquartered in Montreal, Quebec, Canada. The SEC approved the firm to operate as an RIA in Oct 2005. In Jun 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $21.4 Billion, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 25% of RAUM.   Non-US investors represent 100% .  
ADDENDA CAPITAL also reported in Jun 2018:
  • 126 employees, with 61 performing advisory functions.
  • A total of 4 office locations.
  • Registration with one or more foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ADDENDA CAPITAL has no disclosure events reported to the SEC at this time.

View ADDENDA CAPITAL's most recent Form ADV filing

ADDENDA CAPITAL has Notice Filings with the following State Securities Authorities: AL-Mar 2018, AR-Nov 2005, DE-Nov 2005, GA-Oct 2005, MA-Mar 2018 , ME-Oct 2005, MI-Oct 2005, VI-Mar 2018, WI-Oct 2005

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.