The Informed Momentum Company LLC

Overview

The Informed Momentum Company LLC is an SEC‑registered institutional RIA formed in 2009 and organized as an LLC. It serves primarily institutional clients and charges fees as a percentage of assets under management. The firm describes itself as a capital allocator and provides portfolio management across a range of client structures: investment companies, pooled investment vehicles, and businesses or institutions. It also performs manager selection for third‑party advisers. Its regulatory and operating footprint extends beyond traditional advisory duties. The firm lists industry affiliations that include broker‑dealer relationships, roles as another investment adviser, CPO/CTA activities, and sponsor/GP/managing‑member responsibilities for pooled investment vehicles. The Informed Momentum Company does not identify as an active ESG investor and is not described as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives