The MOMENTUM ADVISORS, LLC is a privately held investment adviser that advises $412.54mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MOMENTUM ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 45.69% over the last 5-years.
The Group has been registered with the SEC for 14.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1120 AVENUE OF THE AMERICAS 4TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 7 investment and 3 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $412.54mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $257.02mn or 62.3% of Total Assets and Individuals own $94.36mn or 22.87% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MOMENTUM ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.