ADDISON FAMILY MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
304916

Firm profile

FINTRX

Overview

Addison Family Management, LLC operates as a small, privately held investment manager that principally serves as sponsor and general partner for pooled investment vehicles. The firm’s activity centers on managing a single venture capital vehicle rather than running a broad retail advisory business. Its role as managing member and GP indicates a hands-on approach to fund formation, governance and capital deployment decisions, with an emphasis on private company investing rather than public markets or traditional advisory mandates. The firm’s structure and reported activity suggest it functions in a family-office style capacity: capital is organized through a closed-end vehicle and governance is concentrated among a small set of owners. That setup typically points to targeted, concentrated positions and an emphasis on sourcing direct investments or early-stage opportunities through the VC fund it manages.

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

Contacts

1 of 1
  • Robert hayes

    Managing MemberCRD 7229522

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
2400 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth