| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Franklin Morgan Fund 1 LLC | Private Equity | $6.9M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan J Boomer Control | Partner | 25-50% | 2024 |
| Kyle James Pitts | Investment Advisor Representative And Member (partner) | 10-25% | 2023 |
| The Momentum Group Inc. Control | Managing Member, Parent Entity | Over 75% | 2013 |
Momentum Advisors, LLC reports $400.1 million in regulatory assets under management on its Form ADV.
Momentum Advisors, LLC manages 1 private funds with combined gross assets of $6.9 million.
Momentum Advisors, LLC reports 9 employees.
Momentum Advisors, LLC is based in New York, NY and has been SEC-registered since 2012.
Momentum Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1120 Avenue of the Americas, 4th Floor, New York, NY 10036 |
| Phone | 917-997-4297 |
| Fax | 917-720-9912 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $398.3M |
| Non-discretionary | $1.9M |
| Total (RAUM) | $400.1M |