ADDITIVE ADVISORY PBC
CRD #283979 SEC #801-107878 MEMPHIS, TN 901- 498- 6653
SEC Registered Private Funds
Total AUM
$106.8M
Discretionary
$19.5M
Employees
4
Clients
--
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
- LEI
- 54930007643TE2VHB3J6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARD, EUGENE, MARCUS | I | MEMBER | NA | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSES, STEVEN, ROBERT | I | MANAGING PARTNER | NA | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | PRESIDENT/CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | CEO | E | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| ENGELBERG, JEFFREY, DAVID | I | MANAGING MEMBER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MOSES, STEVEN, R | I | MANAGING MEMBER | C | Control |
| MOSES, STEVEN, ROBERT | I | MANAGING MEMBER | C | Control |
| MOSES, STEVEN, ROBERT | I | MANAGING PARTNER | C | Control |
| MOSES, STEVEN, ROBERT | I | MANAGING PARTNER | C | Control |
| SOUTHEASTERN ASSET MANAGEMENT INC. | DE | SHAREHOLDER | B | |
| GARD, EUGENE, MARCUS | I | MANAGING MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MANAGING MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MANAGING MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MANAGING MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MEMBER | A | Control |
| GARD, EUGENE, MARCUS | I | MEMBER | A | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Herman, Jenny, Ostrow | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Herman, Jenny, Ostrow | I | SEC/TREAS/CCO | A | Control |
| Herman, Jenny, Ostrow | I | CCO | A | Control |
| Herman, Jenny, Ostrow | I | CCO | A | Control |
| Herman, Jenny, Ostrow | I | CCO | A | Control |
| Herman, Jenny, Ostrow | I | CCO | A | Control |
| Herman, Jenny, Ostrow | I | CCO | A | Control |
| Herman, Jenny, Ostrow | I | CCO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HAWKINS, OTIS, MASON | I | SOUTHEASTERN ASSET MANAGEMENT INC. | D | Control |
| CATES, GEORGE, STALEY | I | SOUTHEASTERN ASSET MANAGEMENT INC. | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
FL NY PA TN TX
Address
1779 KIRBY PARKWAYSUITE 1-208
MEMPHIS, TN 38138-0631
United States
Phone: 901- 498- 6653