Addigence Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Addigence operates an online-only investment platform that provides discretionary portfolio management to tech‑savvy investors, pooled vehicles, and certain businesses through a web-based application. Clients interact and receive all advisory services electronically and are not permitted to trade directly in their managed accounts.
The firm uses a proprietary algorithm to map each client’s submitted investment profile to third‑party portfolio managers’ strategies, then implements those strategies by mirroring the managers’ trading signals while Addigence executes trades and electronically reviews each trade for compatibility and suitability. Trade execution and custody are integrated with third‑party clearing partners and APIs, and the firm bills via performance‑based compensation and routine platform access charges that are collected automatically on a rolling basis.
Addigence is notable among its peers for being an internet adviser and for relying primarily on performance‑based fees rather than a percentage‑of‑assets model, which influences client eligibility and incentive alignment. The platform model—where portfolio managers license data signals to Addigence and are paid out of performance compensation—combined with features such as third‑party liquidity providers for fractional share redemptions and the firm’s decision not to vote proxies for clients, distinguishes its operating and service structure from many traditional advisors.
Client services
Portfolio management
Expertise
Active portfolio management
ESG / Sustainable investing
Factor investing / smart beta
Real estate investing
Demographic focus
Values-based investing
Fee options
Monthly platform access fees payable in advance, with option to pay up to 12 months in advance; specific amounts not stated.
Performance fee up to 30% of realized and unrealized gains per PM Strategy as set by Portfolio Manager; Addigence retains 4.75% of gains from the performance fee collected; fees charged on a 90-day rolling basis or upon allocation changes.
Account minimum: $30,000.00 minimum account size; additionally, clients must be "qualified Clients" as defined under Rule 205-3, which includes having at least $1.1 million in assets under management with Addigence or a net worth of $2.2 million or more (excluding primary residence).
Main office location
Addigence Corporation
200 Vesey Street, 24 Th Floor
New York NY 10281, United States
Number of offices
1
Most active in
Addigence Corporation has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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