Who We Are

Additive Advisory PBC, an SEC-Registered Investment Advisor, represents a combined ~75 years of investment experience. Additive seeks to help our partners optimize their approaches to and processes around investment management.

What We Believe

Partnership is about creating value for others.  Over the long-term, our success will be a function of the value that we help create.

What We Do

Additive works with sophisticated investors, on a fully customized basis, offering expertise and, as relevant, infrastructure in the below areas:

OaaS: Operations as a Service

Additive partners closely with investment managers, across verticals, to relieve them of operational, compliance, and trading responsibilities, either in whole or on a modular basis. We believe – because of evolving technology, the cost to keep pace with technology, and, the trend of increasing cost of compliance for managers – the future of investment management will see skilled portfolio managers partner externally with best-in-class service providers, as opposed to the historic (cost of doing business) model of building (duplicating) internal operational-support teams.

By outsourcing, Additive believes managers can (1) increase focus on portfolio management and client engagement, those areas where an investment managers distinguishes itself to clients and prospects, (2) receive a better service product in these outsourced areas than the product internally produced, and (3) increase margins, creating a win-win for manager and client.

Derivatives-Centric Customized Solutions

Utilizing a collaborative approach, Additive assesses overall portfolios and/or focuses on discrete, pre-identified problems/ questions in order to develop, propose, and implement derivatives-based solutions.

Asymmetric (dynamic) risk exposure through derivatives has the potential to augment risk-adjusted returns via enhanced yield, risk mitigation, more tailored asset/factor exposure, or hedging. Additive provides the expertise to explore if/how derivatives could unlock value within our partners’ portfolios.

Principal Investing

Additive and its members continually assess various opportunities to commit capital or provide financing for projects, companies, and funds.

While considering an investment or partnering with a Company or team on a project, Additive ensures it has a thorough understanding of the relevant opportunity and risk and that it can contribute to the efforts and probability of success of the management team or other principals involved.