Momentum Advisors, LLC
● SEC registered since 2012CRD 159574SEC# 801-73092New York, NY
Ranks #4,168 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$414.7M
Fund GAV
$6.7M
Private funds
1
Employees
10
Accounts
370
Location
New York, NY
Momentum Advisors, LLC assets under management
Momentum Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $414.7 million in regulatory assets under management and employs 10 people. Momentum Advisors, LLC manages 1 private fund with combined gross assets of $6.7 million, including Franklin Morgan Fund 1 LLC. By regulatory assets, it ranks 4,168 of 6,004 private fund managers.
Momentum Advisors, LLC private funds
1 funds · $6.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Franklin Morgan Fund 1 LLC | Private Equity | $6.7M | $25K |
Momentum Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan J Boomer Control | Partner | 25-50% | 2024 |
| Andrea P Gray Control | Partner | 5-10% | 2026 |
| Hovig Melkonian Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Momentum Advisors, LLC manage?
Momentum Advisors, LLC reports $414.7 million in regulatory assets under management on its Form ADV.
How many private funds does Momentum Advisors, LLC manage?
Momentum Advisors, LLC manages 1 private funds with combined gross assets of $6.7 million.
How many employees does Momentum Advisors, LLC have?
Momentum Advisors, LLC reports 10 employees.
Where is Momentum Advisors, LLC located?
Momentum Advisors, LLC is based in New York, NY and has been SEC-registered since 2012.
Does Momentum Advisors, LLC disclose fund performance?
Momentum Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1120 Avenue of the Americas, 4th Floor, New York, NY 10036 |
| Phone | 917-997-4297 |
| Fax | 917-720-9912 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$414.7M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$414.7Mregulatory AUM
Discretionary $412.5MNon-discretionary $2.1M