MOMENTUM INVESTMENT PARTNERS LLC

Legal name: AVATAR INVESTMENT MANAGEMENT

CRD #158834 SEC #801-72684 NEW YORK, NY 866-995-7555

SEC Registered

Total AUM

$798M

Discretionary

$798M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 1, 2012
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
WINN, CHRISTOPHER, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COHEN, LISA, AMY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
COHEN, LISA, AMY	I	MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	Control
COHEN, LISA, AMY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
COHEN, LISA, AMY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
COHEN, LISA, AMY	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER	E	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER	E	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER	E	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER	E	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER	D	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER	D	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER	D	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF COMPLIANCE OFFICER	D	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER	D	Control
FERNANDES, RONALD, JEFFERSON	I	CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER	D	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT, COO, CCO	B	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	B	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	B	Control
COHEN, LISA, AMY	I	MANAGING MEMBER, PRESIDENT AND CHIEF OPERATING OFFICER	B	Control
SEIBERT, LARRY, WAYNE	I	SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER	B	Control
SEIBERT, LARRY, WAYNE	I	SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER	B	Control
SEIBERT, LARRY, WAYNE	I	SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER	B	Control
SEIBERT, LARRY, WAYNE	I	SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER	B	Control
SEIBERT, LARRY, WAYNE	I	SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER	B	Control

Registrations

Federal

May 1, 2012 REGISTERED

Notice Filings (4)

CA CT NC NY

Address

575 LEXINGTON AVENUE
8TH FLOOR
NEW YORK, NY 10022
United States

Phone: 866-995-7555