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MOMENTUM ADVISORS, LLC, CRD 159574
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Jason Mahabirsingh | n/a | NEW YORK, NY | 0 | 22 | 1 | no |
| KYLE JAMES PITTS | n/a | New York, NY | 0 | 12 | 6 | no |
| WILLIAM HENRY PLATT | Certified Financial Planner | New York, NY | Dix Hills, NY | SAN FRANCISCO, CA | 0 | 24 | 7 | no |
| Baron L Hilliard | n/a | NEW YORK, NY | 0 | 11 | 1 | no |
| ANDREA P GRAY | n/a | New York, NY | SAN FRANCISCO, CA | Somerset, NJ | 0 | 21 | 3 | no |
| Tyler C Holley | n/a | NEW YORK, NY | 0 | 15 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FRANKLIN MORGAN FUND 1 LLC | Private Equity Fund | $6.2M | Nov 13, 2024 | 49 | Mar 30, 2022 | reported | 021-380939 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOOMER, ALLAN, J | 45% SHAREHOLDER OF MOMENTUM ADVISORS, LLC | C | yes | 04/2013 | Jan 25, 2012 | Nov 13, 2024 |
| BOOMER, ALLAN, J | Partner | Na | yes | 03/2024 | Jan 25, 2012 | Nov 13, 2024 |
| PLATT, WILLIAM, HENRY | 35% SHAREHOLDER OF MOMENTUM ADVISORS, LLC | C | yes | 03/2023 | Sep 29, 2014 | Nov 13, 2024 |
| PLATT, WILLIAM, HENRY | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | yes | 03/2024 | Sep 29, 2014 | Nov 13, 2024 |
| THE MOMENTUM GROUP INC. | MANAGING MEMBER, PARENT ENTITY | E | yes | 04/2013 | Aug 25, 2015 | Nov 13, 2024 |
| PITTS, KYLE, JAMES | INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER (PARTNER) | Na | no | 03/2023 | Mar 28, 2023 | Nov 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MOMENTUM LIFE BROKERAGE | n/a | n/a | n/a | N | no | n/a |
| MOMENTUM RISK MANAGEMENT | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Somerset | Nj | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 28, 2026 | $415M | $413M | 10 | 7 | 2 | 1 | n/a |
| 2024 | Apr 1, 2025 | $400M | $398M | 9 | 6 | 1 | 1 | n/a |
| 2023 | Mar 29, 2024 | $353M | $351M | 7 | 5 | 1 | 1 | $6.2M |
| 2022 | Mar 28, 2023 | $332M | $330M | 9 | 5 | 1 | 1 | $6.2M |
| 2021 | Mar 30, 2022 | $323M | $321M | 9 | 5 | 1 | 1 | $5.0M |
| 2020 | Jan 25, 2021 | $283M | $281M | 8 | 5 | 1 | n/a | n/a |
| 2019 | Mar 27, 2020 | $234M | $232M | 9 | 5 | 1 | n/a | n/a |
| 2018 | Mar 25, 2019 | $194M | $192M | 8 | 5 | 2 | n/a | n/a |
| 2017 | Mar 31, 2018 | $76.9M | $75.0M | 10 | 5 | 1 | n/a | n/a |
| 2016 | Mar 29, 2017 | $67.5M | $67.0M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Jan 21, 2016 | $55.9M | $55.3M | 5 | 4 | n/a | n/a | n/a |
| 2014 | Mar 23, 2015 | $59.6M | $56.1M | 4 | 4 | n/a | n/a | n/a |
| 2013 | Apr 15, 2014 | $32.9M | $32.7M | 3 | 3 | n/a | n/a | n/a |
| 2012 | Mar 14, 2013 | $26.1M | $26.0M | 3 | 2 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $415M | $400M | 3.6% | $332M | 7.7% | 10 | 9 | 2 | 1 |