ADDISONMANAGEMENT, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SHELBURNE, Vermont
CRD number
324234
Registered since
January 3, 2023

Firm profile

FINTRX

Overview

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

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

3 of 4
  • Timothy David

    SecretaryCRD 7666326

  • Cairn Cross

    TreasurerCRD 7666325

  • Thomas Whalen

    Vice PresidentCRD 7666324

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth