|
⚲
|
| Momentum Advisors LLC
✚
|
|
|---|---|
| CRD # | 159574 |
| SEC # | 801-73092 |
| CIK # | 0001932998 |
| AUM | $332.0 MM (2023-03-29) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 917-997-4297 |
| Address | 1120 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 75.6 |
| (b) Individuals (high net worth individuals) | 49 | 111.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 144.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 332.0 |
| By Discretionary | ||
| Discretionary | 801 | 330.4 |
| Non-Discretionary | 4 | 1.7 |
| Total | 805 | 332.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.0 | |
| Total | 805 | 332.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Randolph Starks Jr | 1 | ||
| Tiffany Hawkins | 1 | ||
| Allan Boomer | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001932998] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Align Impact LLC
✚
|
CA | 0.5 |
|
WindRock Wealth Management LLC
✚
|
IL | 0.3 |
|
Endowment Wealth Management Inc
✚
|
WI | 0.3 |
|
Sage Advisors LLC
✚
|
WA | 0.3 |
|
Private Capital Management Inc
✚
|
CA | 0.2 |
|
Uwharrie Investment Advisors Inc
✚
|
NC | 0.2 |
|
Emerson Equity LLC
✚
|
CA | 0.2 |
|
OceanIQ Capital LLC
✚
|
CA | 0.1 |
|
TLW Enterprises Inc
✚
|
AZ | 0.0 |
|
KBW Asset Management Inc
✚
|
NY | 0.0 |