ADDITIVE ADVISORY PBC
ADDITIVE ADVISORY PBC is a Seed, Series A, Series B, Series C+ and other fund in the US and Memphis investing in Fintech and healthcare-tech.
- Stages
- Seed, Series A, Series B, Series C+, other
- Sectors
- Fintech, healthcare-tech
- Invests in
- US-wide, Memphis
- Actively investing
- Yes
- Founded
- 2016
- Assets under management
- $167M
Check size not disclosed
Thesis
Additive Advisory PBC, founded in 2016 and based in Memphis, TN, is an SEC-Registered Investment Advisor operating as a Public Benefit Corporation. Its mission is to channel capital towards charitable organizations serving underprivileged communities in the Memphis area. The firm leverages extensive investment experience to optimize investment management, risk management, and operational efficiency for its partners. Their investment thesis centers on augmenting risk-adjusted returns and risk management, particularly through derivatives strategies like covered call writing, believing options are systematically overpriced. They manage a private fund focused on the Federal No Surprises Act within healthcare and provide non-discretionary advice for Separately Managed Accounts (SMAs) utilizing derivatives. Additive Advisory PBC also offers consulting on fund structure optimization and principal investment opportunities. Their AUM is reported to be around $167 million.
Common questions
Does ADDITIVE ADVISORY PBC invest at the Seed stage?
Yes. ADDITIVE ADVISORY PBC lists Seed, Series A, Series B, Series C+ and other among the stages it invests in.
Where does ADDITIVE ADVISORY PBC invest?
ADDITIVE ADVISORY PBC invests in the US and Memphis.