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ADDENDA CAPITAL
Legal name: ADDENDA CAPITAL INC.
CRD 137034File 801-64799
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.02B
Top 10% of cohort (national)
Discretionary AUM
$29.02B
Clients
336
336 accounts
Employees
163
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 21, 2005
- Principal office
- 800 RENE-LEVESQUE BLVD. WEST, SUITE 2800, MONTREAL, QUEBEC, H3B 1X9
- Phone
- 514-287-7373
- Website
- HTTPS://ADDENDACAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.02B
- Discretionary AUM
- $29.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 336
- Non-discretionary accounts
- 0
- Total accounts
- 336
- AUM per client
- $86.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $1.50B |
| Insurance companies | 25 | $10.24B |
| Charitable organizations | 5 | $709.6M |
| Other investment advisers | 9 | $1.06B |
| High net worth individuals | 30 | $11.0M |
| Pooled investment vehicles | 220 | $9.61B |
| Pension and profit sharing plans | 19 | $2.83B |
| State or municipal government entities | 9 | $3.07B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.