Addenda Capital Inc.
● SEC registered since 2005CRD 137034SEC# 801-64799Montreal, Quebec
Reg. AUM
$29.02B
Employees
163
Accounts
336
Location
Montreal, Quebec
Addenda Capital Inc. assets under management
Addenda Capital Inc. operates as an SEC-registered investment adviser based in Montreal, Quebec. The firm has been registered since 2005. It reports $29 billion in regulatory assets under management and employs 163 people.
Addenda Capital Inc. owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Kot | Vice-President And Head, Commercial Mortgages | Under 5% | 2020 |
| Carl Pelland | Vice-President Fixed Income And Head, Corporate And Impact Bonds | Under 5% | 2022 |
| Carol Dianne Poulsen Control | Director | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Addenda Capital Inc. manage?
Addenda Capital Inc. reports $29 billion in regulatory assets under management on its Form ADV.
How many employees does Addenda Capital Inc. have?
Addenda Capital Inc. reports 163 employees.
Where is Addenda Capital Inc. located?
Addenda Capital Inc. is based in Montreal, Quebec and has been SEC-registered since 2005.
Does Addenda Capital Inc. disclose fund performance?
Addenda Capital Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Rene-Levesque Blvd. West, Suite 2800, Montreal, Quebec H3B 1X9 |
| Phone | 514-287-7373 |
| Fax | 514-287-7200 |
| Office hours | 8:30 a.m. / 5:00 p.m. |
| SEC region | HQ |
| CIK | 1569411 |
| Discloses disciplinary history | No |
Regulatory AUM
$29.02B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$29.02Bregulatory AUM
Discretionary $29.02B