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Building 2ADDENDA CAPITAL

Map pinMONTREAL, QUEBEC
Phone514-287-7373
NotebookSEC #801-64799
Total AUM
$29B
Employees
163
Clients
336

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 RENE-LEVESQUE BLVD. WEST
SUITE 2800
MONTREAL, QUEBEC
H3B 1X9
Canada
Operating Hours
8:30 A.M. / 5:00 P.M.
Monday - Friday
Phone
514-287-7373
Other Offices
3

ReceiptFinancials

Total AUM
$29B
Accounts
336
Discretionary
$29B
Accounts
336
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$0
HNW Individual Clients
30
AUM
$11M
Pooled Vehicle Clients
220
AUM
$9.6B
Pension/Profit Sharing Plan Clients
19
AUM
$2.8B
Charitable Organization Clients
5
AUM
$709.6M
Government Entity Clients
9
AUM
$3.1B
Investment Advisor Clients
9
AUM
$1.1B
Insurance Company Clients
25
AUM
$10.2B
Corporation or Business Clients
17
AUM
$1.5B

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARDEGAMAMEMIVIWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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