|
⚲
|
| Momentum Advisors LLC
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| |
|---|---|
| CRD # | 159574 |
| SEC # | 801-73092 |
| CIK # | 0001932998 |
| AUM | $353.1 MM (2024-03-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 917-997-4297 |
| Address | 1120 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Franklin Morgan Fund 1 LLC | [2022-03-30] | 0.0 | 6.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 89.6 |
| (b) Individuals (high net worth individuals) | 54 | 131.3 |
| (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 | 14 | 132.2 |
| (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 | 301 | 353.1 |
| By Discretionary | ||
| Discretionary | 295 | 351.0 |
| Non-Discretionary | 6 | 2.1 |
| Total | 301 | 353.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.1 | |
| Total | 301 | 353.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Randolph Starks Jr | 1 | ||
| Tiffany Hawkins | 1 | ||
| Allan Boomer | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001932998] |
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