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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

AVATAR INVESTMENT MANAGEMENT

MOMENTUM INVESTMENT PARTNERS LLC, CRD 158834

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:390c50ec-581b-0de6-e030-50908fd3c3e4

Data as of Mar 4, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2012 to Mar 4, 2014
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $62.0MItem 5.F on the latest filing (2014-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $62.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 370
SEC number: 801-72684
CRD: 158834
Filings on the tape: 11
First filed: Feb 13, 2012
Latest filed: Mar 4, 2014
Organised: Limited Liability Company, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FERNANDES, RONALD, JEFFERSON	CHIEF COMPLIANCE OFFICER	D	yes	01/2014	Apr 10, 2012	Mar 4, 2014
SEIBERT, LARRY, WAYNE	SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER	B	yes	10/2011	Jan 17, 2013	Mar 4, 2014

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Feb 12, 2013	$993M	$993M	10	5	n/a	n/a	n/a
2011	May 1, 2012	$798M	$798M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$62.0M	$798M	-92.2%	n/a	n/a	2	n/a	n/a	n/a

Relationships

Controls (2)

← FERNANDES, RONALD, JEFFERSONOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 10, 2012 to presentfactForm ADV
← SEIBERT, LARRY, WAYNEOwnerSENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER, ownership code B, individual
Jan 17, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:390c50ec-581b-0de6-e030-50908fd3c3e4
First observed: Feb 13, 2012
Last observed: Mar 4, 2014 152 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVATAR INVESTMENT MANAGEMENT

MOMENTUM INVESTMENT PARTNERS LLC, CRD 158834

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:390c50ec-581b-0de6-e030-50908fd3c3e4

Data as of Mar 4, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FERNANDES, RONALD, JEFFERSON

CHIEF COMPLIANCE OFFICER

yes

01/2014

Apr 10, 2012

Mar 4, 2014

SEIBERT, LARRY, WAYNE

SENIOR MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER

yes

10/2011

Jan 17, 2013

Mar 4, 2014

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Feb 12, 2013

$993M

n/a

2011

May 1, 2012

$798M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$62.0M

$798M

-92.2%

n/a