SEC-Registered Investment Adviser
Momentum Advisors
Legal name: Momentum Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 17, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 7, 2012
- Principal office
- 1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
- Organized as
- Limited Liability Company, NY
- Fiscal year end
- December
- Other offices
- 2
Scale
- Regulatory AUM
- $414.7M
- Discretionary / non-discretionary
- $412.5M / $2.1M
- Accounts
- 370
- Clients
- 0
- Employees
- 10, 7 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $6.7M
- Fund types
- 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
- Client assets in custody
- $241.9M (818 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (220); high net worth individuals (134); pooled investment vehicles (1); charitable organizations (12); other (3)
- Also engaged as
- insurance broker or agent and other financial product salesperson
- Related persons include
- an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from November 18, 2020 to November 18, 2020.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2020 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.