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MOMENT PARTNERS, LLC
CRD 332691 · SEC 801-131017
535 MISSION STREET, SUITE 2310, SAN FRANCISCO, CA, 94105, United States
Phone
415-523-6868
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.19B
Discretionary AUM
$632.2M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $78.1M |
| High net worth individuals | 216 | $839.1M |
| Pension/profit sharing plans | 9 | $9.9M |
| Charitable organizations | 1 | $226K |
| Insurance companies | 1 | $235.1M |
| Corporations/business entities | 12 | $26.1M |
States served
AZ, CA, NV, NY, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD