Additive Advisory And Capital, LLC is a large advisory firm based in Memphis. It manages $188.77 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of New York, Pennsylvania, and Tennessee.
Additive Advisory And Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and provide non-discretionary investment advice and analysis to certain clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Additive Advisory And Capital, LLC is $188.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and $181.83 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Additive Advisory And Capital, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Additive Advisory And Capital is pooled investment vehicles with 3 clients and $181.83 million of assets under management. Among the 10 most similar advisory firms, Additive Advisory And Capital has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $188.77 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 40% of the firm’s clients are foreign persons or businesses.
Additive Advisory And Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Additive Advisory And Capital, LLC performs its advisory services is located at 6075 Poplar Ave, Memphis, TN 38119, which is also the mailing address of the firm. An additional office of the firm is in Rye Brook, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901- 498- 6653. The normal business hours are 8 am - 5 pm on Monday - Friday.