Addigence Corporation

Addigence Corporation operates an online investment platform that serves individual allocators, primarily high‑net‑worth and otherwise qualified investors, by providing discretionary portfolio management through replication of third‑party portfolio manager (PM) strategies. Clients access the platform through a brokerage account and rely on Addigence to implement PM signals in proprietary accounts while receiving electronic reports and platform support.

The firm’s investment approach is to license data signals from PMs and replicate those strategies in each allocator’s account, presenting consolidated analytics (e.g., Sharpe and Sortino ratios, concentration metrics) and educational materials to help allocators evaluate options. Addigence applies eligibility and risk controls for PM strategies (fractional‑share compatibility, market‑cap and liquidity minimums), conducts limited due diligence on managers, and offers optional risk triggers such as max‑drawdown automatic redemptions and a high‑watermark framework for fee assessment.

What is distinctive about Addigence is its primarily internet‑based delivery model combined with a compensation structure focused on performance‑based fees rather than a flat percentage of assets under management, and its small, single‑adviser operational footprint. The platform also emphasizes fractional‑share replication, non‑exclusive third‑party PM arrangements, and integration with custodial and introducing brokerage services to handle execution and fee collection, which differs from more traditional AUM‑based advisory practices.