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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $106.8M | $19.5M | $87.4M | 4 | 0 |
| Jul 2024 | $101M | $101M | $0 | 4 | 0 |
| Mar 2024 | $101M | $101M | $0 | 4 | 0 |
| Mar 2023 | $123.2M | $123.2M | $0 | 4 | 0 |
| Mar 2022 | $151.6M | $151.6M | $0 | 4 | 0 |
| Mar 2021 | $200.3M | $200.3M | $0 | 5 | 0 |
| Jul 2020 | $231.2M | $231.2M | $0 | 5 | 0 |
| May 2020 | $237.2M | $237.2M | $0 | 5 | 0 |
| Mar 2020 | $237.2M | $237.2M | $0 | 5 | 0 |
| Mar 2020 | $237.2M | $237.2M | $0 | 5 | 0 |
| May 2019 | $188.8M | $188.8M | $0 | 6 | 0 |
| Mar 2019 | $188.8M | $188.8M | $0 | 6 | 0 |
| Mar 2018 | $203.9M | $203.9M | $0 | 7 | 0 |
| Nov 2017 | $208.2M | $208.2M | $0 | 6 | 0 |
| Jul 2017 | $167M | $167M | $0 | 7 | 1 |
| Jun 2017 | $167M | $167M | $0 | 7 | 1 |
| Mar 2017 | $167M | $167M | $0 | 7 | 1 |
| Oct 2016 | $128M | $128M | $0 | 5 | 0 |
| Sep 2016 | $128M | $128M | $0 | 4 | 0 |
| Jul 2016 | $128M | $128M | $0 | 3 | 0 |
| May 2016 | $0 | $0 | $0 | 3 | 0 |
| May 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$106.8M
Discretionary$19.5M
Non-Disc.$87.4M
Employees4
Clients0
DateJul 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees7
Clients1
DateJun 2017
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees7
Clients1
DateOct 2016
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients0
DateSep 2016
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees3
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0