ADDISONMANAGEMENT, INC.

Adviser information for ADDISONMANAGEMENT, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-127257
SEC ERA File Number 802-127257
SEC CIK Numbers None
SEC CRD Numbers 324234
Legal Entity Identifier None

Principal Office

29 HARBOR ROAD, SUITE 200
SHELBURNE
VT
United States
Monday - Friday, 10AM - 5PM
Tel: 802-923-1500, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FRESHTRACKS CAPITAL GROWTH FUND, L.P. Venture Capital Fund $13.5M $0.3M 19
FRESHTRACKS CAPITAL III, L.P. Venture Capital Fund $6.2M $0.3M 48
FRESHTRACKS CAPITAL IV, L.P. Venture Capital Fund $20.5M $0.3M 38
FRESHTRACKS GREEN MOUNTAIN FUND, L.P. Venture Capital Fund $2.7M $0.3M 29

Control Persons

Name Type Entity Title Since Ownership
Bouyea, Lee, E Individual PRESIDENT 12/2016 25-50%
Whalen, Thomas, J Individual VICE PRESIDENT 12/2016 25-50%
Cross, Cairn, G. Individual TREASURER 12/2016 25-50%
David, Timothy, C. Individual SECRETARY 12/2016 25-50%

No. Employees, Historic

0002023202420250 on 1/3/20230 on 3/8/20240 on 3/22/2024