MOMENT ADVISORS, LLC

Adviser information for MOMENT ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129894
SEC ERA File Number 801-129894
SEC CIK Numbers None
SEC CRD Numbers 325262
Legal Entity Identifier None

Principal Office

101 GREENWICH STREET
FLOOR 8
NEW YORK
NY
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (551) 775-2340, Fax: None

Chief Compliance Officer

JULIUS LEIMAN-CARBIA
575 5TH AVENUE
14TH FLOOR
NEW YORK
NY
United States
Tel: (551) 775-2340
(Full email address available in API data)

Industry Affiliates

MOMENT MARKETS, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MOMENT TECHNOLOGY INC. Domestic Entity SOLE MEMBER 01/2023 > 75%
LEIMAN-CARBIA, JULIUS, RAPHAEL Individual CHIEF COMPLIANCE OFFICER 11/2023 < 5%

No. Employees, Historic

1050202420254 on 3/13/2024

RAUM, Historic

000202420250 on 3/13/2024