ADDIE CAPITAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
282144
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Addie Capital is organized as a limited partnership that serves an institutional client base under a fixed-fee arrangement. The firm runs a compact operation: total assets are small relative to the institutional market and are concentrated across a very limited number of relationships. Addie Capital does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or broad capital allocator. Investment activity centers on gaining exposure to third‑party hedge funds through the partnership vehicle. That structure suggests the firm emphasizes manager access and pooled exposure rather than building a large, direct-sleeve multi-manager platform. Given the fixed-fee model and the limited number of clients, relationships are likely bespoke and negotiated rather than standardized retail arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JASON HILL

    Founder & Chief Investment OfficerCRD 4939857

Contacts

1 of 1
  • EMILY HILL

    Limited PartnerCRD 7228452

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3953 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth