DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Private Equity
New York, NY
Momentum Advisors is a SEC RIA based out of New York City. Our approach to wealth management considers your entire financial profile and enables us to create an investment structure aligned to your unique set of goals. We embrace progressive solutions as well as traditional investment vehicles. We serve clients, globally, in a fiduciary capacity, which eliminates conflicts-of-interest.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Fund | Vintage | Lifecycle | ADV type | Form D sold | GAV | LPs |
|---|---|---|---|---|---|---|
| Franklin Morgan Fund 1 LLC | 2022 | Unknown | Private Equity Fund | n/a | $6.2M | 0 |
Also named here, with no published line of their own (reach them through the firm): Storm Reaves (FINANCIAL ANALYST), Baron Hilliard (ASSOCIATE), William Henry Platt (35% Shareholder Of Momentum Advisors, Llc).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan