Addigence Corporation
Assets Under Management
$0
Number of Clients
2
Number of Advisors
2
Average Client AUM
$0
AUM per Advisor
$0
Compensation
Fixed/Hourly
About This Firm
Addigence operates an online investment platform where clients enter their investment profile and are matched with portfolio manager strategies. Addigence manages client assets based on mirroring the portfolio manager's trading activity, subject to client restrictions. Clients must be 'qualified clients' to access the platform's discretionary investment management services. Addigence does not offer financial planning or consulting services.
Fee Structure
Addigence receives a performance-based fee based on the increase in value in each portfolio manager (PM) strategy the client has chosen to replicate in their account. The performance fee is up to 30%, dependent upon the PM strategy as determined by the applicable portfolio manager. Addigence retains 4.75% of the performance fee, with the remainder paid to the portfolio manager. Fees are withdrawn on a 90-day rolling basis or when the client changes their allocation. Monthly fees are also charged for access to Addigence’s online investment platform, payable in advance.
Areas of Practice
Location
200 Vesey Street, 24th Floor, New York, NY, 10281