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| Happy Holidays!! thanks for using AUM13F!! |
| Moment Partners LLC
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|---|---|
| CRD # | 332691 |
| SEC # | 801-131017 |
| CIK # | 0002055889 |
| AUM | $1.1 B (2025-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 415-523-6868 |
| Address | 535 Mission Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.7 | ||
| Apple Inc | 3.7 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Johnson & Johnson | 1.5 | ||
| Morgan Stanley | 1.3 | ||
| American Express Co | 1.3 | ||
| Cisco Systems Inc | 1.2 | ||
| Facebook Inc | 1.2 | ||
| Chevron Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 50.7 |
| (b) Individuals (high net worth individuals) | 237 | 769.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 13.6 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 248.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 47.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,345 | 1,129.5 |
| By Discretionary | ||
| Discretionary | 747 | 598.6 |
| Non-Discretionary | 598 | 530.9 |
| Total | 1,345 | 1,129.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,129.5 | |
| Total | 1,345 | 1,129.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055889] |
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