ADDITIVE ADVISORY PBC

other names
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Adviser Profile
As of Date 07/25/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 2
Registration SEC, Approved, 06/02/2016
AUM* 100,955,735 -18.08%
of that, discretionary 100,955,735 -18.08%
Private Fund GAV* 100,955,735 -18.08%
Avg Account Size 100,955,735 -18.08%
SMA’s No
Private Funds 1
Contact Info 901 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$100,955,735

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Brochure Summary

Overview

Founded in 2016, Additive Advisory PBC (“Additive”, the “Firm” or “we”) is a Delaware Public Benefit Corporation (“PBC”) that provides investment advisory services to private investment funds (each a “Client” and together the “Clients”). These services include consulting on investment related matters. Additive provides discretionary investment advisory services to C2W Partners Fund, LP (the “Fund”), a Delaware limited partnership. The Fund is managed in accordance with the investment objectives, strategies, restrictions and guidelines found in the investment
memorandum. Investment advice will not be tailored to the needs of any particular investor (each an “Investor”). Additive also partners with independent asset and investment managers in a consulting role, contributing its expertise in derivatives-based strategies and structures. The Firm aims to assist Clients in most efficiently and optimally accomplishing their portfolio objectives. Jeffrey Engelberg is the principal owner of the Firm. As of December 31, 2023, Additive had firm wide assets of $100,955,735 under management on a discretionary basis.