ADDISON CAPITAL, LLC
Legal name: ADDISON CAPITAL
CRD #144853 SEC #801-68352 CONSHOHOCKEN, PA 215-563-6919
SEC Registered Disclosures
Total AUM
$808M
Discretionary
$524.8M
Employees
4
Clients
25
Accounts
526
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENJAMIN, STEVEN, RICHARD | I | CCO, EVP, PARTNER | NA | Control |
| BENJAMIN, STEVEN, RICHARD | I | CCO, EVP, PARTNER | NA | Control |
| BENJAMIN, STEVEN, RICHARD | I | CCO, EVP, PARTNER | NA | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | NA | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | NA | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | NA | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | NA | Control |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| DURETTE, MICHAEL, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASTER, SANDRA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Laster, Sandra, H | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADDISON CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| ADDISON CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| ADDISON CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| ADDISON CAPITAL HOLDINGS, LLC | DE | OWNER | E | Control |
| CHURCH, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER AND CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER AND CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER AND CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| CHURCH, MICHAEL, ALAN | I | CEO | E | Control |
| OCEANFIRST FINANCIAL CORP. | DE | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHURCH, MICHAEL, ALAN | I | ADDISON CAPITAL HOLDINGS, LLC | E | Control |
| CHURCH, MICHAEL, ALAN | I | ADDISON CAPITAL HOLDINGS, LLC | E | Control |
| CHURCH, MICHAEL, ALAN | I | ADDISON CAPITAL HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (8)
CA FL NH NJ NY PA SC TX
Address
20 ASH STREETSUITE 330
CONSHOHOCKEN, PA 19428
United States
Phone: 215-563-6919