Moment Partners, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 332691
- Registered since
- September 5, 2024
- Website
- www.momentpartners.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI70.6%
- Insurance Companies19.78%
- Individuals6.57%
- Corporations / Businesses2.2%
- Pension & Profit Sharing Plans0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Moment Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual/family and institutional clients and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Advisory services disclosed include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Moment Partners does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Christy Fabian
Chief Compliance OfficerCRD 5872007
Contacts
3 of 4
Jason Cohen
Managing PartnerCRD 5859615
Scott Hampton
Managing Partner & Co-FounderCRD 5695775
Patrick Hitchcock
Managing DirectorCRD 2347107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$757M in ETFs
99%
$752M
0%
$5.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $130M | 173,384 | 17.15% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 535 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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