The Informed Momentum Company LLC

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Assets, Funds, Holdings

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The Informed Momentum Company LLC
CRD #144908
SEC #801-70305
CIK #0001510989
AUM $1.5 B (2026-03-27)
Employees 22 (59% Investors, 0% Brokers)
Phone760-479-5080
Address215 Highway 101
Solana Beach, CA 92075
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1500120090060030002005201220192027
Sector Form 13F Holdings Value ($M)
Advanced Energy Industries Inc 14.4
nLight Inc 14.1
TTM Technologies Inc 9.3
JDS Uniphase Corp /CA/ 9.0
AXT Inc 8.8
Fabrinet 8.7
Nextracker Inc 8.5
Golar LNG Ltd 8.3
Modine Manufacturing Co 7.6
Bloom Energy Corp 7.5
View All
Holdings by Sector ($M)
90072054036018002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 131.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 291.0
(g) Pension and profit sharing plans 0 53.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 1,018.2
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 13 1,493.9
By Discretionary
Discretionary 13 1,493.9
Non-Discretionary 0 0.0
Total 13 1,493.9
By Non-United States Persons
Non-United States Persons 82.8
United States Persons 1,411.0
Total 13 1,493.9
Limited Partners2011 - 2026
Teachers' Retirement System of the City of New York
EDGAR Form CIK 2011 - 2026
13F-HR [0001510989]
SC 13G [0001510989]
Form 13D/13G Filer Form 13D/13G Subject Filed
EAM Investors LLC Autobytel Inc [2016-02-10]
Comparable Firms State AUM ($B)
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ForUsAll Advisors LLC
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Fosun Asset Management Limited
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Kyobo Life Asset Management America Co Ltd
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FPLF Management LLC
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Capital Impact Advisors LLC
MA 1.5
Nebrodi Partners LLC
CT 1.5
Vantage Infrastructure USA Inc
NY 1.5
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