Data / Investment advisers / New York / Momentum Advisors
Momentum Advisors, New York, NY: $415 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Momentum Advisors is an SEC registered investment adviser with its main office in New York, New York and reports $415 million in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
The request: Watch Momentum Advisors (CRD number 159574): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 159574
- SEC file number
- 801-73092
- SEC status
- Approved, effective February 7, 2012
- Legal name
- Momentum Advisors, LLC
- Main office
- 1120 Avenue of the Americas 4th Floor, New York, NY 10036
- Phone
- (917) 997-4297
- Regulatory AUM
- $414,662,880 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $412,517,689
- Non discretionary AUM
- $2,145,191
- Accounts
- 370
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $6,650,362
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- July 17, 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 | 134 | $257 million |
| Individuals (other than high net worth individuals) | 220 | $94.4 million |
| Charitable organizations | 12 | $54.5 million |
| Pooled investment vehicles | 1 | $6.6 million |
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 | $414.7 million | March 31, 2026 |
| December 1, 2025 | $400.1 million | April 1, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Marek Capital Management LP | New York | $422.4 million | Not listed | adviserinfo.sec.gov |
| Once Capital Management, LLC | New York | $422.1 million | 3 | adviserinfo.sec.gov |
| Seaport Capital, LLC | New York | $418.2 million | 7 | adviserinfo.sec.gov |
| Artist Capital Management LLC | New York | $417.6 million | 12 | adviserinfo.sec.gov |
| Lock 8 Partners | New York | $414.7 million | 4 | adviserinfo.sec.gov |
| Siebert Williams Shank Asset Management, LLC | New York | $413.1 million | 2 | adviserinfo.sec.gov |
| Auldbrass Partners, LP | New York | $412.9 million | 5 | adviserinfo.sec.gov |
| Aurelius Capital Management, LP | New York | $411.9 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Momentum Advisors 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.