Who We Are

Additive Advisory and Capital, LLC (“Additive”), an SEC-Registered Investment Advisor, represents a combined ~105 years of investment experience. In serving as a trusted advisor, Additive has passion for solving “complex problems” to create value for the organizations with which we partner.

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 institutional investors and family offices, on a fully customized basis, offering expertise and, as relevant, 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.

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 insures 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.

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.