ADDISON ASSET MANAGEMENT, LLC

ADDISON ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 153485). Regulatory assets under management: $5.2M.

Registration

• CRD: 153485
• SEC file number: 801-71291
• Type: Registered investment adviser
• Phone: 312-848-9707
• Latest filing: 2026-03-05
• Regulatory AUM: $5.2M
• Non-discretionary AUM: $5.2M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153485 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search