Company Performance Metrics
Addie Capital provides non-discretionary investment consulting and wealth advisory services for high-net-worth and institutional clients. The firm advises across multiple asset classes, including alternatives, private equity, credit, real estate, and historically energy and master limited partnership assets. Its services focus on portfolio
construction, strategic asset allocation, and research-driven investment recommendations while leaving trade execution and final decisions with the client. Addie Capital serves clients such as family offices, financial institutions, broker-dealers, banks, foundations, and charitable endowments. The firm operates as a registered investment advisor and positions its offering toward clients seeking high-level guidance rather than fully delegated portfolio management.