# Moment Partners, LLC

> Moment Partners, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 332691
- Filed as: MOMENT PARTNERS, LLC
- Also doing business as: MOMENT PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332691
- AdvisorCensus page: https://advisorcensus.com/firm/moment-partners-llc-san-francisco-ca-332691

## Quick answers

**How is Moment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Moment Partners, LLC located?**
Moment Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Moment Partners, LLC registered with the SEC or a state?**
Moment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332691.

**How much does Moment Partners, LLC manage?**
Moment Partners, LLC reports $1,188,512,591 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (53% discretionary).

**How have Moment Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Moment Partners, LLC: Regulatory assets under management: $0 in the October 2024 data and $1,188,512,591 in the October 2026 data. Total employees: 7 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (216); individuals (other than high net worth individuals) (196); corporations or other businesses not listed above (12).

**Which custodians does Moment Partners, LLC use?**
Moment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Moment Partners, 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/332691

**Does Moment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Moment generally requires a minimum initial investment of $2,000,000 for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances."

**What changed in Moment Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Moment generally requires a minimum initial investment of $2,000,000 for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances.

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

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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: $1,188,512,591
- Discretionary: $632,249,411
- Non-discretionary: $556,263,180

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $78,053,310 |
| High net worth individuals | 216 | $839,082,187 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $9,923,785 |
| Charitable organizations | 1 | $225,625 |
| Insurance companies | 1 | $235,134,346 |
| Corporations or other businesses not listed above | 12 | $26,093,338 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, NV, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- momentpartners.com
- Instagram @momentpartners
- LinkedIn @momentpartners
- X @momentpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 7 | July 30, 2024 |
| October 2025 | $1,129,496,143 | 7 | March 31, 2025 |
| October 2026 | $1,188,512,591 | 8 | September 4, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $1,188,512,591 in the October 2026 data.
Total employees: 7 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 5.

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moment Partners, LLC (CRD 332691): Form ADV filing data as of October 2026.