Career
Jeffrey Addis has been Chief Financial Officer, Principal of Merganser Capital Management since October 2013. Jeffrey Addis is a control person of the firm and directly owns under 5% of it. Jeffrey Addis holds a BS from Bentley College.
Merganser Capital Management, LLC is a Boston, MA firm with $17.7B under management, 124 clients and 11 advisers in one office, as of its March 2026 filing.
Jeffrey Addis joined Merganser in 2004 and serves as principal and chief financial officer. His earlier employers include Olmstead Associates, PricewaterhouseCoopers, First Data Investor Service Group and The Boston Company. He holds a BS from Bentley College.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Jeffrey Addis is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Jeffrey Addis
- CRD
- 1445627
- Record basis
- Form ADV officer listing
- Firm bio
- merganser.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jeffrey Addis work?
Jeffrey Addis has been Chief Financial Officer, Principal of Merganser Capital Management, LLC since October 2013, and is a control person of the firm.