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Addison Capital, LLC

● SEC registered since 2007CRD 144853SEC# 801-68352Conshohocken, PA
Export (members)
Reg. AUM
$808M
Employees
4
Accounts
526
Location
Conshohocken, PA

Addison Capital, LLC assets under management

Addison Capital, LLC is an investment advisory firm registered with the SEC based in Conshohocken, PA. The firm has been registered since 2007. It reports $808 million in regulatory assets under management and employs 4 people.

Addison Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Addison Capital Holdings, LLC ControlOwnerOver 75%2023
Michael Alan Church ControlCeoUnder 5%2007
Oceanfirst Financial Corp.Shareholder10-25%2024
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Frequently asked questions

How much does Addison Capital, LLC manage?

Addison Capital, LLC reports $808 million in regulatory assets under management on its Form ADV.

How many employees does Addison Capital, LLC have?

Addison Capital, LLC reports 4 employees.

Where is Addison Capital, LLC located?

Addison Capital, LLC is based in Conshohocken, PA and has been SEC-registered since 2007.

Does Addison Capital, LLC disclose fund performance?

Addison Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 Ash Street, Suite 330, Conshohocken, PA 19428
Phone215-563-6919
Fax215-525-4424
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
CIK1581465
Discloses disciplinary historyYes

Assets under management

Discretionary$524.8M
Non-discretionary$283.2M
Total (RAUM)$808M