Data / Investment advisers / California / The Informed Momentum Company LLC
The Informed Momentum Company LLC, Solana Beach, CA: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Informed Momentum Company LLC is an SEC registered investment adviser with its main office in Solana Beach, California and reports $1.5 billion in regulatory assets under management in its Form ADV filed September 1, 2026. Its clients include state and municipal governments, pooled investment vehicles and investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 144908
- SEC file number
- 801-70305
- SEC status
- Approved, effective July 17, 2009
- Main office
- 215 Highway 101 Suite 216, Solana Beach, CA 92075
- Phone
- (760) 479-5080
- Website
- informedmomentum.com
- Regulatory AUM
- $1,493,859,551 in the Form ADV filed September 1, 2026
- Discretionary AUM
- $1,493,859,551
- Accounts
- 13
- Employees
- 22, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 1, 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 |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $1.02 billion |
| Pooled investment vehicles | 4 | $291 million |
| Investment companies | 3 | $131.5 million |
| Pension and profit sharing plans | Fewer than 5 | $53.1 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 | $1.49 billion | March 27, 2026 |
| December 1, 2025 | $1.10 billion | March 28, 2025 |
Other advisers in Solana Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Focus Investment Advisors, Inc | Solana Beach | $956.2 million | Not listed | adviserinfo.sec.gov |
| Blankinship & Foster, LLC | Solana Beach | $939.5 million | Not listed | adviserinfo.sec.gov |
| Tide Rock Leverageco Manager, LLC | Solana Beach | $908.9 million | 3 | adviserinfo.sec.gov |
| First Turn Management, LLC | Solana Beach | $900.1 million | 2 | adviserinfo.sec.gov |
| Global Imc LLC | Solana Beach | $790 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Solana Beach, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- The Informed Momentum Company 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.