ADDITIVE ADVISORY PBC
Firm details
- Headquarters
- MEMPHIS, Tennessee
- CRD number
- 283979
- Registered since
- June 2, 2016
- Website
- www.additivepbc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2JEFFREY ENGELBERG
CEOCRD 2371947
Jenny Herman
Chief Compliance OfficerCRD 7086654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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