ADDITIVE ADVISORY PBC

RIASEC RegisteredEst. 2016
Total AUM
$141M
Discretionary
$97.6M
69% of AUM
Avg account
$70.5M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
MEMPHIS, Tennessee
CRD number
283979
Registered since
June 2, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.26%
  • Corporations / Businesses30.74%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Additive Advisory Pbc operates as a corporate investment adviser focused on pooled investment vehicles, with an institutional client base and a business model centered on running a private equity fund and related pooled structures. The firm, registered with the SEC since 2016 and owned by an individual, serves as sponsor, general partner and managing member of its funds, which signals active control over deal selection, portfolio construction and ongoing management of the fund it advises. Investment activity tilts toward private fund management and public equities. The adviser charges a mix of percentage-of-AUM, fixed and performance-based fees consistent with private fund economics, and its advisory mandate is primarily portfolio management for pooled investment vehicles rather than direct wealth management for individuals. Additive Advisory is not identified as an active ESG investor and operates without a multi-state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • JEFFREY ENGELBERG

    CEOCRD 2371947

  • Jenny Herman

    Chief Compliance OfficerCRD 7086654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
5100 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth