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THE INFORMED MOMENTUM COMPANY LLC
CRD 144908File 801-70305
APPROVED
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
7
13 accounts
Employees
22
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 17, 2009
- Principal office
- 215 HIGHWAY 101, SUITE 216, SOLANA BEACH, CA, 92075
- Phone
- 760-479-5080
- Website
- HTTPS://INFORMEDMOMENTUM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $213.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $131.5M |
| Pooled investment vehicles | 4 | $291.0M |
| Pension and profit sharing plans | Fewer than 5 | $53.1M |
| State or municipal government entities | Fewer than 5 | $1.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2026 | Clients | 14 | 7 | decreased by7 |
| Apr 1, 2026 | AUM | $1,097,690,418 | $1,493,859,551 | increased by$396,169,133 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 20 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 14 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,146,051,027 | $1,097,690,418 | decreased by$48,360,609 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 13 | increased by2 |
| Apr 1, 2022 | Employees | 19 | 23 | increased by4 |
| Apr 1, 2022 | Clients | 8 | 7 | decreased by1 |
| Apr 1, 2022 | AUM | $1,136,062,782 | $1,146,051,027 | increased by$9,988,245 |
| Apr 1, 2022 | Accounts | 12 | 11 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INFORMED MOMENTUM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INFORMED MOMENTUM” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.