Who We Are

Additive Advisory and Capital, LLC (“Additive”), an SEC-Registered Investment Advisor, represents a combined 75+ years of derivatives-centric investment experience and expertise. Both within the derivatives market and beyond, Additive aims to help the firms with which we partner solve their most complex problems.

What We Do

Additive works with sophisticated institutional investors and family offices, on a fully customized basis, offering expertise and infrastructure in the below areas.

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.

New Product Development and Implementation

Additive fosters emerging managers’ interest in providing attractive risk-adjusted returns via non-directional (market uncorrelated) strategies. We selectively partner with such managers in order to collaborate with them on new product/fund launches.

When working with established investment firms, through our hosted hedge fund model, Additive deploys the same portfolio-management and risk-exposure expertise as it does in its customized solutions model but appends the role of portfolio manager and investment advisor, with our client/ partner serving in a lead, co-advisor, or subadvisor capacity.

Outsourced
Operations

Additive provides our partners optimized and customized solutions via our “tool kit” of cloud-based IT capabilities while also enacting optimized and customized policies, processes and procedures to ensure efficient, secure, and compliant operational solutions.

Asset classes of core competency: equities and equity derivatives (globally); fixed income, including municipal bonds (US); FX and commodities, which are available for ancillary trading to support equity- and/or fixed-income-centric strategies.

What We Believe

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