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ADDITIVE ADVISORY PBC

Fund Manager

N·MEMPHIS, TN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$141M

1-Year AUM Growth

-18.1%

3-Year CAGR

-18.6%

Employees

1

Assets Under Management

Total AUM$141M

Discretionary AUM$98M

Non-Discretionary AUM$43M

Discretionary %69.3%

Total Clients3

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record21

First FilingMay 18, 2016

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADDITIVE ADVISORY PBC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.