Moment Partners, LLC

RIASEC RegisteredEst. 2024

Total AUM

$1.2B

Discretionary

$632M

53% of AUM

Avg account

$784K

Accounts

1,516

Employees

8

Advisory reps

5

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

FINTRX

Overview

Moment Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm functions as a capital allocator for both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Its fee arrangements include asset-based fees, flat fees and performance-based compensation. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Scott Hampton
Managing Partner & Co-FounderCRD 5695775
Jason Cohen
Managing PartnerCRD 5859615
Patrick Hitchcock
Managing DirectorCRD 2347107

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 45

Active vs passive

$757M in ETFs

Passive

99%

$752M

Active

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%

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Primary office

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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