Additive Advisory Pbc
● SEC registered since 2016CRD 283979SEC# 801-107878Memphis, TN
Ranks #5,509 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$140.9M
Fund GAV
$97.6M
Private funds
1
Employees
3
Accounts
2
Location
Memphis, TN
Additive Advisory Pbc assets under management
Additive Advisory Pbc is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 2016. It reports $140.9 million in regulatory assets under management and employs 3 people. Additive Advisory Pbc manages 1 private fund with combined gross assets of $97.6 million, including Hsfp Fund LP. By regulatory assets, it ranks 5,509 of 6,004 private fund managers.
Additive Advisory Pbc private funds
1 funds · $97.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hsfp Fund LP | Private Equity | $97.6M | $1M |
Additive Advisory Pbc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey David Engelberg Control | Ceo | Over 75% | 2016 |
| Jenny Ostrow Herman Control | Cco | 5-10% | 2018 |
Frequently asked questions
How much does Additive Advisory Pbc manage?
Additive Advisory Pbc reports $140.9 million in regulatory assets under management on its Form ADV.
How many private funds does Additive Advisory Pbc manage?
Additive Advisory Pbc manages 1 private funds with combined gross assets of $97.6 million.
How many employees does Additive Advisory Pbc have?
Additive Advisory Pbc reports 3 employees.
Where is Additive Advisory Pbc located?
Additive Advisory Pbc is based in Memphis, TN and has been SEC-registered since 2016.
Does Additive Advisory Pbc disclose fund performance?
Additive Advisory Pbc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Avenue, Suite 3100, Memphis, TN 38137 |
| Phone | 901- 498- 6653 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$140.9M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
AUM vs fund managersTop 92%
Larger than 8% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$140.9Mregulatory AUM
Discretionary $97.6MNon-discretionary $43.3M