Data / Investment advisers / New York / Moment Advisors, LLC
Moment Advisors, LLC, New York, NY: $56.3 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Moment Advisors, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $56.3 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include corporations and other businesses. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 325262
- SEC file number
- 801-135805
- SEC status
- Approved, effective May 7, 2026
- Main office
- 395 Hudson Street Floor 10, New York, NY 10014
- Phone
- (551) 775-2340
- Website
- moment.com
- Regulatory AUM
- $56,295,215 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $56,295,215
- Accounts
- 25
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 25 | $56.3 million |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Quantel Asset Management LLC | New York | $59.7 million | Not listed | adviserinfo.sec.gov |
| Velara Wealth Management Inc. | New York | $58.5 million | Not listed | adviserinfo.sec.gov |
| Truck Capital | New York | $58.3 million | 2 | adviserinfo.sec.gov |
| Princeton Value Partners LLC | New York | $57.4 million | 3 | adviserinfo.sec.gov |
| Newoak Asset Management LLC | New York | $57.1 million | Not listed | adviserinfo.sec.gov |
| Szop Multistrat Management LLC | New York | $55.9 million | 1 | adviserinfo.sec.gov |
| Sidus Investment Management, LLC | New York | $55.1 million | 3 | adviserinfo.sec.gov |
| Karani Asset Management LLC | New York | $55.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving corporations and other businesses
- Moment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.