PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Moment Partners, LLC

● SEC registered since 2024CRD 332691SEC# 801-131017San Francisco, CA
Export (members)
Reg. AUM
$1.19B
Employees
8
Accounts
1,516
Location
San Francisco, CA

Moment Partners, LLC assets under management

Moment Partners, LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2024. It reports $1.2 billion in regulatory assets under management and employs 8 people.

Moment Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christy Jean FabianChief Compliance OfficerUnder 5%2026
Jason Walker Cohen ControlMember, Managing Partner50-75%2024
Scott H. Hampton ControlMember50-75%2024

Frequently asked questions

How much does Moment Partners, LLC manage?

Moment Partners, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Moment Partners, LLC have?

Moment Partners, LLC reports 8 employees.

Where is Moment Partners, LLC located?

Moment Partners, LLC is based in San Francisco, CA and has been SEC-registered since 2024.

Does Moment Partners, LLC disclose fund performance?

Moment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address535 Mission Street, Suite 2310, San Francisco, CA 94105
Phone415-523-6868
Office hours7a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.19B▲ 5%
Mar '25 — $1.13BApr '25 — $1.13BMay '25 — $1.13BJun '25 — $1.13BJul '25 — $1.13BAug '25 — $1.13BSep '25 — $1.13BOct '25 — $1.13BNov '25 — $1.13BDec '25 — $1.13BJan '26 — $1.13BFeb '26 — $1.13BMar '26 — $1.19BApr '26 — $1.19BMay '26 — $1.19BJun '26 — $1.19B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$1.19Bregulatory AUM
Discretionary $632.2MNon-discretionary $556.3M