Investment adviser · CRD 137034

ADDENDA CAPITAL

Investment adviser filing (IA)

ADDENDA CAPITAL INC.

MONTREAL, QUEBEC, Canada · Form ADV filed Mar 30, 2026

Regulatory AUM
$29B
Form ADV · Item 5.F
Client accounts
336
Accounts, not individual clients
Employees
163
Reported in this filing
Advisory professionals
60
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Insurance companies25$10,244,395,13935.3%
Pooled investment vehicles220$9,606,311,91533.1%
Government entities9$3,066,663,07210.6%
Retirement plans19$2,832,229,2269.8%
Corporations & businesses17$1,497,580,1845.2%
Other investment advisers9$1,055,003,8983.6%
Charities5$709,583,6892.4%
High-net-worth individuals30$10,964,7140.0%
IndividualsFewer than 5$00.0%
Filing source

Form ADV 2080201 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

800 RENE-LEVESQUE BLVD. WEST, SUITE 2800
MONTREAL, QUEBEC, H3B 1X9, Canada

CRD 137034

Filing source

Form ADV 2080201 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.