← Directory
THE INFORMED MOMENTUM COMPANY LLC
CRD 144908File 801-70305
APPROVED
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.