MOMENT VENTURES, LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 283450
- Registered since
- March 29, 2016
Firm profile
FINTRXOverview
Moment Ventures, LLC is a limited liability company that registered with the SEC in 2016 and is owned by an individual. The firm is structured to sponsor and manage pooled investment vehicles — it serves as sponsor, general partner, and managing member for its funds rather than operating primarily as a traditional advisory firm. Public disclosures indicate it is not a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
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
Owners & executives
1 of 1TONY DI BONA
Partner & Chief Financial OfficerCRD 6043986
Contacts
3 of 3Rajiv Khemani
Co-Founder & PartnerCRD 6631413
AMMAR HANAFI
General PartnerCRD 1855226
CLINTON CHAO
Co-Founder & General PartnerCRD 6049446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, 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 MATEO
- Address
- 1300 S El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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