SourcingSourcing

ADDITIVE ADVISORY PBC

B64
CRD 283979·SEC 801-107878·MEMPHIS, TN
AUM
$140.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$423K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADDITIVE ADVISORY PBC
CRD
283979
SEC file #
801-107878
EIN
000000000
DBA names
—

Economics

AUM
$140.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$188.8M → $140.9M▼ -25%
Client mix
Pooled Investment Vehicles1
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
4 advisors → 1 advisors▼ -75%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ENGELBERG, JEFFREY, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ENGELBERG, JEFFREY, DAVID
Herman, Jenny, Ostrow
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:additivepbc.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001679393
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2016-07-13
Edgar Last Filing Date
2020-07-23
Edgar Form D Count
6
Edgar Form D Offerings
2020-07-232020-07-23 · 0001566114-20-000098
2019-07-242019-07-24 · 0001566114-19-000093

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab5
E*trade4
Northern Trust2
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDPO BOX 309, UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDPO BOX 309, UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2020-07-23 · 0001566114-20-000098
D/A2019-07-24 · 0001566114-19-000093
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2371947
Trust Company Affiliate
No

People (2)

2
ENGELBERG, JEFFREY, DAVID
IAR · Direct Owner · 87.5%
2371947
Herman, Jenny, Ostrow
Direct Owner · 7.5%
7086654