Data / Investment advisers / California / Moment Partners, LLC
Moment Partners, LLC, San Francisco, CA: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Moment Partners, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.2 billion in regulatory assets under management in its Form ADV filed September 4, 2026. Its clients include high net worth individuals, insurance companies and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Moment Partners, LLC (CRD number 332691): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 332691
- SEC file number
- 801-131017
- SEC status
- Approved, effective September 5, 2024
- Main office
- 535 Mission Street Suite 2310, San Francisco, CA 94105
- Phone
- (415) 523-6868
- Regulatory AUM
- $1,188,512,591 in the Form ADV filed September 4, 2026
- Discretionary AUM
- $632,249,411
- Non discretionary AUM
- $556,263,180
- Accounts
- 1,516
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 4, 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 |
|---|---|---|
| High net worth individuals | 216 | $839.1 million |
| Insurance companies | 1 | $235.1 million |
| Individuals (other than high net worth individuals) | 196 | $78.1 million |
| Corporations or other businesses | 12 | $26.1 million |
| Pension and profit sharing plans | 9 | $9.9 million |
| Charitable organizations | 1 | $225,625 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.19 billion | March 23, 2026 |
| December 1, 2025 | $1.13 billion | September 12, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| PFM Health Sciences, LP | San Francisco | $1.27 billion | 4 | adviserinfo.sec.gov |
| Belveron Real Estate Partners, LLC | San Francisco | $1.27 billion | 39 | adviserinfo.sec.gov |
| Legato Capital Management, LLC | San Francisco | $1.26 billion | Not listed | adviserinfo.sec.gov |
| One Wealth Advisors, LLC | San Francisco | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Architect Capital Corp. | San Francisco | $1.23 billion | 21 | adviserinfo.sec.gov |
| Cota Capital Management, LLC | San Francisco | $1.17 billion | 17 | adviserinfo.sec.gov |
| Jacobs & Company, LLC | San Francisco | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Atlas Capital Advisors Inc. | San Francisco | $1.15 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving insurance companies
- Moment Partners, 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.