{
  "crd_number": 144908,
  "slug": "the-informed-momentum-company-llc-solana-beach-ca-144908",
  "primary_business_name": "THE INFORMED MOMENTUM COMPANY LLC",
  "legal_name": "THE INFORMED MOMENTUM COMPANY LLC",
  "dbas": [],
  "city": "Solana Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-07-17",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 1493859551.0,
  "raum_discretionary": 1493859551.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1018241837.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 131502776.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 53119245.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 290995693.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "WA"
  ],
  "websites": [
    "https://informedmomentum.com",
    "https://linkedin.com/company/informed-momentum-company",
    "https://x.com/INFORMED_MO"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144908",
  "city_as_filed": "SOLANA BEACH",
  "url": "https://advisorcensus.com/firm/the-informed-momentum-company-llc-solana-beach-ca-144908",
  "display_name": "The Informed Momentum Company LLC",
  "summary": "The Informed Momentum Company LLC is an SEC-registered investment advisory firm in Solana Beach, CA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. The Informed Momentum Company LLC (CRD 144908): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is The Informed Momentum Company LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Informed Momentum Company LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is The Informed Momentum Company LLC located?",
      "a": "The Informed Momentum Company 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)."
    },
    {
      "q": "Is The Informed Momentum Company LLC registered with the SEC or a state?",
      "a": "The Informed Momentum Company LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 144908."
    },
    {
      "q": "How much does The Informed Momentum Company LLC manage?",
      "a": "The Informed Momentum Company LLC reports $1,493,859,551 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Informed Momentum Company LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Informed Momentum Company LLC: Regulatory assets under management: $1,136,062,782 in the October 2021 data and $1,493,859,551 in the October 2026 data, up 31%. 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."
    },
    {
      "q": "What types of clients does The Informed Momentum Company LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); investment companies (3)."
    },
    {
      "q": "Which custodians does The Informed Momentum Company LLC use?",
      "a": "The Informed Momentum Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan, State Street Bank and Trust Company and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Informed Momentum Company LLC report any disciplinary disclosures?",
      "a": "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/144908"
    },
    {
      "q": "Does The Informed Momentum Company LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Generally, IMC requires a minimum account size of $5,000,000 to open an account. IMC may reduce or waive the account minimum requirements at our discretion.\""
    },
    {
      "q": "What changed in The Informed Momentum Company LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,097,690,418 to $1,493,859,551 (+36%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1136062782.0,
      "total_employees": 19,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1146051027.0,
      "total_employees": 23,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 869543034.0,
      "total_employees": 23,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 932639270.0,
      "total_employees": 22,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1097690418.0,
      "total_employees": 20,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1493859551.0,
      "total_employees": 22,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,097,690,418 to $1,493,859,551 (+36%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, IMC requires a minimum account size of $5,000,000 to open an account. IMC may reduce or waive the account minimum requirements at our discretion."
        ]
      }
    ],
    "quotes": [
      "Generally, IMC requires a minimum account size of $5,000,000 to open an account. IMC may reduce or waive the account minimum requirements at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "JP Morgan",
      "name_as_filed": "JP MORGAN",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/the-informed-momentum-company-llc-solana-beach-ca-144908.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 131502776.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 290995693.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 53119245.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1018241837.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144908",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}