# Global IMC LLC

> Global IMC LLC is an SEC-registered investment advisory firm in Solana Beach, CA, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 170870
- Filed as: GLOBAL IMC LLC
- Also doing business as: THE INFORMED MOMENTUM COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Solana Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170870
- AdvisorCensus page: https://advisorcensus.com/firm/global-imc-llc-solana-beach-ca-170870

## Quick answers

**How is Global IMC LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global IMC LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Global IMC LLC located?**
Global IMC LLC's principal office is in Solana Beach, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Global IMC LLC registered with the SEC or a state?**
Global IMC LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170870.

**How much does Global IMC LLC manage?**
Global IMC LLC reports $790,024,088 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**How have Global IMC LLC's assets and staff changed since 2021?**
In the Form ADV data for Global IMC LLC: Regulatory assets under management: $1,481,803,128 in the October 2021 data and $790,024,088 in the October 2026 data, down 47%. Total employees: 19 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global IMC LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (5); pooled investment vehicles (other than investment companies and business development companies) (3); investment companies (1).

**Which custodians does Global IMC LLC use?**
Global IMC LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Global IMC LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170870

**Does Global IMC LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 28, 2026 says: "Generally, Global IMC requires a minimum account size of $10,000,000 to open an account. Global IMC may reduce or waive the account minimum requirements at our discretion."

**What changed in Global IMC LLC's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name The Informed Momentum Company, LLC. Added the business name The Informed Momentum Company LLC. Regulatory assets under management went from $1,415,154,721 to $790,024,088 (-44%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> Generally, Global IMC requires a minimum account size of $10,000,000 to open an account. Global IMC may reduce or waive the account minimum requirements at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $790,024,088
- Discretionary: $790,024,088
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $135,212,062 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $497,880,646 |
| Charitable organizations | 5 | $156,931,380 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 22 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Spokane, WA

### Websites listed on Form ADV (Item 1.I)
- informedmomentum.com
- LinkedIn @informed-momentum-company
- X @INFORMED_MO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,481,803,128 | 19 | March 29, 2021 |
| October 2022 | $2,034,377,859 | 23 | March 29, 2022 |
| October 2023 | $1,498,331,736 | 23 | March 30, 2023 |
| October 2024 | $1,360,799,887 | 21 | March 29, 2024 |
| October 2025 | $1,415,154,721 | 20 | March 28, 2025 |
| October 2026 | $790,024,088 | 22 | September 1, 2026 |

Regulatory assets under management: $1,481,803,128 in the October 2021 data and $790,024,088 in the October 2026 data, down 47%.
Total employees: 19 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name The Informed Momentum Company, LLC.
- Added the business name The Informed Momentum Company LLC.
- Regulatory assets under management went from $1,415,154,721 to $790,024,088 (-44%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global IMC LLC (CRD 170870): Form ADV filing data as of October 2026.