Investment adviser · CRD 144908
THE INFORMED MOMENTUM COMPANY LLC
Investment adviser filing (IA)
SOLANA BEACH, CA, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $1.49B Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $1,018,241,837 | 68.2% |
| Pooled investment vehicles | 4 | $290,995,693 | 19.5% |
| Investment companies | 3 | $131,502,776 | 8.8% |
| Retirement plans | Fewer than 5 | $53,119,245 | 3.6% |
Filing source
Form ADV 2130208 · Sep 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 1, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
215 HIGHWAY 101, SUITE 216SOLANA BEACH, CA, 92075, United States
CRD 144908
Filing source
Form ADV 2130208 · Sep 1, 2026 · 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.