ADDITIVE ADVISORY PBC

other names
  • ADDITIVE ADVISORY PBC
  • ADDITIVE ADVISORY AND CAPITAL, LLC

Adviser Profile
As of Date 01/26/2026
ADV Location MEMPHIS, TN, United States
Adviser Type - Large advisory firm
Number of Employees 3 -25%
of those in investment advisory functions 1 -50%
Registration SEC, Approved, 06/02/2016
AUM* 140,930,286 32%
of that, discretionary 97,610,000 -3%
Private Fund GAV* 97,610,000 -19%
Avg Account Size 70,465,143 -30%
SMA’s No
Private Funds 1
Contact Info 901 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

231M 198M 165M 132M 99M 66M 33M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$97,610,000

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Brochure Summary