ADDISONMANAGEMENT, INC.
CRD #324234 SEC #802-127257 SHELBURNE, VT 802-923-1500
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 19, 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 |
|---|---|---|---|---|
| Bouyea, Lee, E | I | PRESIDENT | C | Control |
| Bouyea, Lee, E | I | PRESIDENT | C | Control |
| Bouyea, Lee, E | I | PRESIDENT | C | Control |
| Bouyea, Lee, E | I | PRESIDENT | C | Control |
| Bouyea, Lee, E | I | PRESIDENT | C | Control |
| Cross, Cairn, G. | I | TREASURER | C | Control |
| Cross, Cairn, G. | I | TREASURER | C | Control |
| Cross, Cairn, G. | I | TREASURER | C | Control |
| Cross, Cairn, G. | I | TREASURER | C | Control |
| Cross, Cairn, G. | I | TREASURER | C | Control |
| DAVIS, TIMOTHY, C. | I | SECRETARY | C | Control |
| David, Timothy, C. | I | SECRETARY | C | Control |
| David, Timothy, C. | I | SECRETARY | C | Control |
| David, Timothy, C. | I | SECRETARY | C | Control |
| David, Timothy, C. | I | SECRETARY | C | Control |
| Whalen, Thomas, J | I | VICE PRESIDENT | C | Control |
| Whalen, Thomas, J | I | VICE PRESIDENT | C | Control |
| Whalen, Thomas, J | I | VICE PRESIDENT | C | Control |
| Whalen, Thomas, J | I | VICE PRESIDENT | C | Control |
| Whalen, Thomas, J | I | VICE PRESIDENT | C | Control |
Registrations
Federal
ERA
Mar 19, 2025 REGISTERED
Address
29 HARBOR ROAD, SUITE 200SHELBURNE, VT 05482
United States
Phone: 802-923-1500