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MOMENT PARTNERS, LLC
CRD 332691File 801-131017
APPROVED
Retail clients
Custody
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$632.2M
Non-discretionary $556.3M
Clients
435
1,516 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 5, 2024
- Principal office
- 535 MISSION STREET, SUITE 2310, SAN FRANCISCO, CA, 94105
- Phone
- 415-523-6868
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.19B
- Discretionary AUM
- $632.2M
- Non-discretionary AUM
- $556.3M
- Discretionary accounts
- 727
- Non-discretionary accounts
- 789
- Total accounts
- 1,516
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $26.1M |
| Insurance companies | Fewer than 5 | $235.1M |
| Charitable organizations | Fewer than 5 | $226K |
| High net worth individuals | 216 | $839.1M |
| Pension and profit sharing plans | 9 | $9.9M |
| Individuals (other than high net worth individuals) | 196 | $78.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.