Investment adviser · CRD 158834

AVATAR INVESTMENT MANAGEMENT

Investment adviser filing (IA)

MOMENTUM INVESTMENT PARTNERS LLC

STAMFORD, CT, United States · Form ADV filed Mar 4, 2014

Regulatory AUM
$62M
Form ADV · Item 5.F
Client accounts
370
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 4, 2014. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

SIX LANDMARK SQUARE, 4TH FLOOR
STAMFORD, CT, 06901, United States

CRD 158834

Filing source

Form ADV 789908 · Mar 4, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.