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| Happy Holidays!! thanks for using AUM13F!! |
| Momentum Advisors LLC
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| CRD # | 159574 |
| SEC # | 801-73092 |
| CIK # | 0001932998 |
| AUM | $400.1 M (2025-04-01) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 917-997-4297 |
| Address | 1120 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| SPDR Gold Trust | 2.3 | ||
| Facebook Inc | 1.9 | ||
| United Parcel Service Inc | 1.6 | ||
| Moderna Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Amazon Com Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Netflix Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Franklin Morgan Fund 1 LLC | [2022-03-30] | 0.0 | 6.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 72.0 |
| (b) Individuals (high net worth individuals) | 85 | 198.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 16 | 130.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 400.1 |
| By Discretionary | ||
| Discretionary | 325 | 398.3 |
| Non-Discretionary | 4 | 1.9 |
| Total | 329 | 400.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.1 | |
| Total | 329 | 400.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Allan Boomer | 1 | ||
| Randolph Starks Jr | 1 | ||
| Tiffany Hawkins | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001932998] |
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