ADDENDA CAPITAL

Overview

Addenda Capital is an SEC-registered investment adviser that combines a pronounced fixed-income orientation with active equity and alternative allocations. The firm manages portfolios for individuals, families and institutions, and its advisory services span separately managed accounts, pooled vehicles and institutional mandates. Investment activity shows a strong preference for sovereign debt — a core source of the firm’s yield and duration exposure — while equities and selected alternative exposures are used to diversify risk and capture thematic opportunities. Addenda Capital reports active ESG integration across its investment process, and it supplements portfolio management with written research and client education through newsletters and seminars. The firm’s fee arrangements include percentage-of-AUM fees, fixed fees and performance-based structures, allowing flexibility across client types and product wrappers. Although it is not structured as a capital allocator, Addenda Capital uses third-party managers for specific alternative exposures and maintains relationships with broker-dealers and insurance firms for distribution and product access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices