MOMENTUM ADVISORS, LLC
Legal name: MOMENTUM ADVISORS
CRD #159574 SEC #801-73092 NEW YORK, NY 917-997-4297
SEC Registered Private Funds Disclosures
Total AUM
$400.1M
Discretionary
$398.3M
Employees
9
Clients
0
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $400.1M | $398.3M | $1.9M | 9 | 0 |
| Mar 2025 | $400.1M | $398.3M | $1.9M | 9 | 0 |
| Nov 2024 | $353.1M | $351M | $2.1M | 9 | 0 |
| Mar 2024 | $353.1M | $351M | $2.1M | 7 | 0 |
| Aug 2023 | $332M | $330.4M | $1.7M | 9 | 0 |
| Jul 2023 | $332M | $330.4M | $1.7M | 9 | 0 |
| Mar 2023 | $332M | $330.4M | $1.7M | 9 | 0 |
| Mar 2023 | $332M | $330.4M | $1.7M | 9 | 0 |
| Apr 2022 | $323.3M | $320.6M | $2.7M | 9 | 0 |
| Mar 2022 | $323.3M | $320.6M | $2.7M | 9 | 0 |
| Jan 2022 | $283.2M | $281.3M | $1.8M | 8 | 0 |
| Apr 2021 | $283.2M | $281.3M | $1.8M | 8 | 0 |
| Feb 2021 | $283.2M | $281.3M | $1.8M | 7 | 0 |
| Jan 2021 | $283.2M | $281.3M | $1.8M | 8 | 0 |
| Nov 2020 | $233.7M | $231.7M | $2M | 9 | 6 |
| Nov 2020 | $233.7M | $231.7M | $2M | 10 | 6 |
| Jun 2020 | $233.7M | $231.7M | $2M | 9 | 6 |
| Apr 2020 | $233.7M | $231.7M | $2M | 9 | 6 |
| Apr 2020 | $233.7M | $231.7M | $2M | 9 | 6 |
| Mar 2020 | $233.7M | $231.7M | $2M | 9 | 6 |
| Jan 2020 | $193.5M | $191.6M | $1.9M | 8 | 10 |
| Mar 2019 | $193.5M | $191.6M | $1.9M | 8 | 10 |
| Jan 2019 | $174.5M | $172.5M | $2M | 10 | 12 |
| Nov 2018 | $174.5M | $172.5M | $2M | 10 | 12 |
| Aug 2018 | $174.5M | $172.5M | $2M | 10 | 12 |
| Mar 2018 | $76.9M | $75M | $1.8M | 10 | 12 |
| Jun 2017 | $67.5M | $67M | $505K | 9 | 176 |
| Mar 2017 | $67.5M | $67M | $505K | 8 | 176 |
| Jan 2017 | $55.9M | $55.3M | $526K | 6 | 100 |
| Mar 2016 | $55.9M | $55.3M | $526K | 6 | 100 |
| Jan 2016 | $55.9M | $55.3M | $526K | 5 | 100 |
| Aug 2015 | $59.6M | $56.1M | $3.5M | 5 | 26 |
| Aug 2015 | $59.6M | $56.1M | $3.5M | 5 | 26 |
| Mar 2015 | $59.6M | $56.1M | $3.5M | 4 | 26 |
| Mar 2015 | $59.6M | $56.1M | $3.5M | 4 | 26 |
| Sep 2014 | $35.4M | $35.2M | $118.2K | 4 | 11 |
| Apr 2014 | $32.9M | $32.7M | $118.2K | 3 | 11 |
| Nov 2013 | $35.2M | $35.1M | $115.1K | 2 | 11 |
| Jun 2013 | $33.3M | $33.2M | $99K | 2 | 11 |
| May 2013 | $33.3M | $33.2M | $99K | 2 | 11 |
| May 2013 | $33.3M | $33.2M | $99K | 2 | 11 |
| Mar 2013 | $26.1M | $26M | $99K | 3 | 11 |
| Jan 2013 | $26.1M | $26M | $99K | 3 | 11 |
| Nov 2012 | $26.1M | $26M | $99K | 3 | 11 |
| Oct 2012 | $26.1M | $26M | $99K | -- | 11 |
| Jun 2012 | $25.1M | $25M | $99K | -- | 0 |
| Jun 2012 | $25.1M | $25M | $99K | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateApr 2025
Total AUM$400.1M
Discretionary$398.3M
Non-Disc.$1.9M
Employees9
Clients0
DateMar 2025
Total AUM$400.1M
Discretionary$398.3M
Non-Disc.$1.9M
Employees9
Clients0
DateNov 2024
Total AUM$353.1M
Discretionary$351M
Non-Disc.$2.1M
Employees9
Clients0
DateMar 2024
Total AUM$353.1M
Discretionary$351M
Non-Disc.$2.1M
Employees7
Clients0
DateAug 2023
Total AUM$332M
Discretionary$330.4M
Non-Disc.$1.7M
Employees9
Clients0
DateJul 2023
Total AUM$332M
Discretionary$330.4M
Non-Disc.$1.7M
Employees9
Clients0
DateMar 2023
Total AUM$332M
Discretionary$330.4M
Non-Disc.$1.7M
Employees9
Clients0
DateMar 2023
Total AUM$332M
Discretionary$330.4M
Non-Disc.$1.7M
Employees9
Clients0
DateApr 2022
Total AUM$323.3M
Discretionary$320.6M
Non-Disc.$2.7M
Employees9
Clients0
DateMar 2022
Total AUM$323.3M
Discretionary$320.6M
Non-Disc.$2.7M
Employees9
Clients0
DateJan 2022
Total AUM$283.2M
Discretionary$281.3M
Non-Disc.$1.8M
Employees8
Clients0
DateApr 2021
Total AUM$283.2M
Discretionary$281.3M
Non-Disc.$1.8M
Employees8
Clients0
DateFeb 2021
Total AUM$283.2M
Discretionary$281.3M
Non-Disc.$1.8M
Employees7
Clients0
DateJan 2021
Total AUM$283.2M
Discretionary$281.3M
Non-Disc.$1.8M
Employees8
Clients0
DateNov 2020
Total AUM$233.7M
Discretionary$231.7M
Non-Disc.$2M
Employees9
Clients6
DateNov 2020
Total AUM$233.7M
Discretionary$231.7M
Non-Disc.$2M
Employees10
Clients6
DateJun 2020
Total AUM$233.7M
Discretionary$231.7M
Non-Disc.$2M
Employees9
Clients6
DateApr 2020
Total AUM$233.7M
Discretionary$231.7M
Non-Disc.$2M
Employees9
Clients6
DateApr 2020
Total AUM$233.7M
Discretionary$231.7M
Non-Disc.$2M
Employees9
Clients6
DateMar 2020
Total AUM$233.7M
Discretionary$231.7M
Non-Disc.$2M
Employees9
Clients6
DateJan 2020
Total AUM$193.5M
Discretionary$191.6M
Non-Disc.$1.9M
Employees8
Clients10
DateMar 2019
Total AUM$193.5M
Discretionary$191.6M
Non-Disc.$1.9M
Employees8
Clients10
DateJan 2019
Total AUM$174.5M
Discretionary$172.5M
Non-Disc.$2M
Employees10
Clients12
DateNov 2018
Total AUM$174.5M
Discretionary$172.5M
Non-Disc.$2M
Employees10
Clients12
DateAug 2018
Total AUM$174.5M
Discretionary$172.5M
Non-Disc.$2M
Employees10
Clients12
DateMar 2018
Total AUM$76.9M
Discretionary$75M
Non-Disc.$1.8M
Employees10
Clients12
DateJun 2017
Total AUM$67.5M
Discretionary$67M
Non-Disc.$505K
Employees9
Clients176
DateMar 2017
Total AUM$67.5M
Discretionary$67M
Non-Disc.$505K
Employees8
Clients176
DateJan 2017
Total AUM$55.9M
Discretionary$55.3M
Non-Disc.$526K
Employees6
Clients100
DateMar 2016
Total AUM$55.9M
Discretionary$55.3M
Non-Disc.$526K
Employees6
Clients100
DateJan 2016
Total AUM$55.9M
Discretionary$55.3M
Non-Disc.$526K
Employees5
Clients100
DateAug 2015
Total AUM$59.6M
Discretionary$56.1M
Non-Disc.$3.5M
Employees5
Clients26
DateAug 2015
Total AUM$59.6M
Discretionary$56.1M
Non-Disc.$3.5M
Employees5
Clients26
DateMar 2015
Total AUM$59.6M
Discretionary$56.1M
Non-Disc.$3.5M
Employees4
Clients26
DateMar 2015
Total AUM$59.6M
Discretionary$56.1M
Non-Disc.$3.5M
Employees4
Clients26
DateSep 2014
Total AUM$35.4M
Discretionary$35.2M
Non-Disc.$118.2K
Employees4
Clients11
DateApr 2014
Total AUM$32.9M
Discretionary$32.7M
Non-Disc.$118.2K
Employees3
Clients11
DateNov 2013
Total AUM$35.2M
Discretionary$35.1M
Non-Disc.$115.1K
Employees2
Clients11
DateJun 2013
Total AUM$33.3M
Discretionary$33.2M
Non-Disc.$99K
Employees2
Clients11
DateMay 2013
Total AUM$33.3M
Discretionary$33.2M
Non-Disc.$99K
Employees2
Clients11
DateMay 2013
Total AUM$33.3M
Discretionary$33.2M
Non-Disc.$99K
Employees2
Clients11
DateMar 2013
Total AUM$26.1M
Discretionary$26M
Non-Disc.$99K
Employees3
Clients11
DateJan 2013
Total AUM$26.1M
Discretionary$26M
Non-Disc.$99K
Employees3
Clients11
DateNov 2012
Total AUM$26.1M
Discretionary$26M
Non-Disc.$99K
Employees3
Clients11
DateOct 2012
Total AUM$26.1M
Discretionary$26M
Non-Disc.$99K
Employees--
Clients11
DateJun 2012
Total AUM$25.1M
Discretionary$25M
Non-Disc.$99K
Employees--
Clients0
DateJun 2012
Total AUM$25.1M
Discretionary$25M
Non-Disc.$99K
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0