The Informed Momentum Company LLC
● SEC registered since 2009CRD 144908SEC# 801-70305Solana Beach, CA
Reg. AUM
$1.49B
Employees
22
Accounts
13
Location
Solana Beach, CA
The Informed Momentum Company LLC assets under management
The Informed Momentum Company LLC is an SEC-registered investment adviser based in Solana Beach, CA. The firm has been registered since 2009. It reports $1.5 billion in regulatory assets under management and employs 22 people.
The Informed Momentum Company LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cr Financial Holdings, Inc. Control | Member | 25-50% | 2025 |
| Derek John Gaertner Control | Chief Executive Officer, Chief Operating Officer, Member | Under 5% | 2025 |
| Frank Page Hurst Control | President, Managing Member | 10-25% | 2011 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Informed Momentum Company LLC manage?
The Informed Momentum Company LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does The Informed Momentum Company LLC have?
The Informed Momentum Company LLC reports 22 employees.
Where is The Informed Momentum Company LLC located?
The Informed Momentum Company LLC is based in Solana Beach, CA and has been SEC-registered since 2009.
Does The Informed Momentum Company LLC disclose fund performance?
The Informed Momentum Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 Highway 101, Suite 216, Solana Beach, CA 92075 |
| Phone | 760-479-5080 |
| Fax | 760-633-1431 |
| Office hours | 6:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1510989 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.49B▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.49Bregulatory AUM
Discretionary $1.49B