MOMENT VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
283450
Registered since
March 29, 2016

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TONY DI BONA

    Partner & Chief Financial OfficerCRD 6043986

Contacts

3 of 3
  • Rajiv Khemani

    Co-Founder & PartnerCRD 6631413

  • AMMAR HANAFI

    General PartnerCRD 1855226

  • CLINTON CHAO

    Co-Founder & General PartnerCRD 6049446

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth