Firm profile

ADDENDA CAPITAL

MONTREAL, QUEBECCRD 137034Latest ADV March 30, 2026

Addenda Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Montreal, Quebec. Its latest Form ADV filing, dated March 30, 2026, reports $29.0B in regulatory assets under management, 163 employees, 3 offices, and 336 accounts.

Assets Under Management
$29.0B
Employees
163
Offices
3 offices
Total Clients
336
Primary office
MONTREAL, QUEBEC
800 RENE-LEVESQUE BLVD. WEST, SUITE 2800, MONTREAL, QUEBEC, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEORoger J. Beauchemin
CCOJean-marc Prud'homme
COOCharles Leblanc

Advisory services offered

5 types reported
Educational seminars/workshops
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 65.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
65.5%
220
2
HNWI
8.9%
30
3
Insurance Cos.
7.4%
25
4
Pension Plans
5.7%
19
5
Corporations
5.1%
17
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$29.0Bas of March 30, 2026
Discretionary100.0%
$29.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$29.0B
Total Accounts336
10Y AUM Change+$8.1B (+38.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees163
Clients per Employee2:1
10Y Employee Change+39 (+31.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.