Addenda Capital is an investment management firm that provides investment solutions to institutional and high-net-worth clients. They offer a range of investment strategies across various asset classes, including fixed income, equities, and commercial mortgages. Addenda aims for sustainable wealth creation and integrates environmental, social, and governance (ESG) factors into their investment process.
Assets Under Management$26B
Clients258
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$65,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $75.0M | 0.50% |
| $75.0M - $150.0M | 0.40% |
| $150M+ | 0.30% |
Schedule applies to International Equity, Global Equity, Fossil Fuel Free Global Equity, and Climate Transition International Equities separately managed accounts. Minimum account size: $10,000,000. Minimum annual fee: $65,000. Canadian Equities and Climate Transition Canadian Equities have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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