Momentum Value Partners, LLC
CRD 344509SEC# 801-137823San Ramon, CA
No longer SEC-registered. Momentum Value Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
17
Accounts
—
Location
San Ramon, CA
Momentum Value Partners, LLC assets under management
Momentum Value Partners, LLC is an investment advisory firm registered with the SEC based in San Ramon, CA. It employs 17 people.
Momentum Value Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandi Rose Stahl Control | Ceo And Managing Member | 10-25% | 2024 |
| Celeste Cowell Gurule Control | Operating Board Member | 5-10% | 2024 |
| Emily Rose Zerbato | Cco | Under 5% | 2026 |
| Jeff R Maas Control | Operating Board Member | 10-25% | 2024 |
Frequently asked questions
How many employees does Momentum Value Partners, LLC have?
Momentum Value Partners, LLC reports 17 employees.
Where is Momentum Value Partners, LLC located?
Momentum Value Partners, LLC is based in San Ramon, CA.
Does Momentum Value Partners, LLC disclose fund performance?
Momentum Value Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6101 Bollinger Canyon Road, Suite 225, San Ramon, CA 94583 |
| Office hours | 9-5 |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 28%
More than 72% of 16,799 advisers