# ADDITIVE ADVISORY PBC

ADDITIVE ADVISORY PBC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 283979
- Type: SEC-registered investment adviser
- SEC file number: 801-107878
- Location: 5100 POPLAR AVENUE, SUITE 3100, MEMPHIS, TN, 38137
- Phone: 901- 498- 6653
- Latest filing: 2026-03-23
- Regulatory AUM: $140.9M
- Discretionary AUM: $97.6M
- Non-discretionary AUM: $43.3M
- Clients: 3
- Accounts: 2

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey David Engelberg | CEO | — |
| Jenny Ostrow Herman | CCO | — |
| HAWKINS MASON | CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR | — |
| CATES GEORGE STALEY | PRESIDENT/SHAREHOLDER/DIRECTOR | — |
| GARD EUGENE MARCUS | MANAGING MEMBER; MEMBER | — |
| ENGELBERG JEFFREY DAVID | CEO; MANAGING MEMBER; PRESIDENT/CEO | — |
| MOSES STEVEN R | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Herman Jenny Ostrow | CCO; CHIEF COMPLIANCE OFFICER; SEC/TREAS/CCO | — |
| MOSES STEVEN ROBERT | MANAGING MEMBER; MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283979/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283979/similar
- Related entities: https://search.stillhousedata.com/firm/283979/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283979

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.