RIA Intelligence

MOMENT PARTNERS, LLC

CRD #332691 SEC #801-131017 SAN FRANCISCO, CA 415-523-6868
SEC Registered
Total AUM
$1.1B
Discretionary
$598.6M
Employees
7
Clients
0
Accounts
1,345

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COHEN, JASON, WALKERIMEMBER, CHIEF COMPLIANCE OFFICERD Control
COHEN, JASON, WALKERIMEMBER, CHIEF COMPLIANCE OFFICERD Control
COHEN, JASON, WALKERIMEMBER, CHIEF COMPLIANCE OFFICERD Control
COHEN, JASON, WALKERIMEMBER, CHIEF COMPLIANCE OFFICERD Control
HAMPTON, SCOTT, H.IMEMBERD Control
HAMPTON, SCOTT, H.IMEMBERD Control
HAMPTON, SCOTT, H.IMEMBERD Control
HAMPTON, SCOTT, H.IMEMBERD Control

Registrations

Federal

IA
Sep 12, 2025 REGISTERED

Notice Filings (8)

AZ CA FL NV NY OR TX WA

Address

535 MISSION STREET
SUITE 2310
SAN FRANCISCO, CA 94105
United States
Phone: 415-523-6868