ADDISONMANAGEMENT, INC.
Firm details
- Headquarters
- SHELBURNE, Vermont
- CRD number
- 324234
- Registered since
- January 3, 2023
Firm profile
FINTRXOverview
Addisonmanagement, Inc. operates primarily as a sponsor and general partner for pooled investment vehicles with a clear tilt toward venture capital. SEC registration in 2023 and the firm’s classification as a corporate adviser owned by an individual point to a small, manager-led organization that structures and runs private funds rather than acting as a broad retail or institutional RIA. The firm is not flagged as an active ESG investor and is not positioned as a pension consultant or capital allocator; its principal activity is fund sponsorship and GP/ managing-member responsibilities for private pooled vehicles. The firm’s activity profile suggests a focus on early-stage private equity allocations. As sponsor and managing member, Addisonmanagement, Inc. is likely responsible for fund formation, capital calls, GP oversight, portfolio company selection, and distribution mechanics typical of venture capital funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Timothy David
SecretaryCRD 7666326
Cairn Cross
TreasurerCRD 7666325
Thomas Whalen
Vice PresidentCRD 7666324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELBURNE, VT
CHITTENDEN
Location
SHELBURNE, VT
Headquartered in SHELBURNE, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- CHITTENDEN
- Address
- 29 Harbor Rd
- Time zone
- ET (UTC-5)
- Office locations
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