The Informed Momentum Company LLC

RIASEC RegisteredEst. 2009

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$115M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Solana Beach, California
CRD number: 144908
Registered since: July 17, 2009
Website: eaminvestors.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government68.16%
Pooled Investment Vehicles19.48%
Investment Companies8.8%
Pension & Profit Sharing Plans3.56%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Informed Momentum Company LLC is an SEC‑registered institutional RIA organized as an LLC and operating since 2009. Its client focus is institutional investors, and it bills on a percentage‑of‑AUM basis. The firm functions as a capital allocator and provides portfolio management across multiple institutional formats — investment companies, pooled investment vehicles and institutional or business portfolios. It also performs adviser selection and serves in sponsor/GP and other manager roles on pooled vehicles. The firm is not an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Derek Gaertner
Director, Chief Operating Officer, Chief Compliance OfficerCRD 5073232
Travis Prentice
Chief Investment Officer, Portfolio ManagerCRD 3106625
Iris Kelly
Chief Compliance OfficerCRD 5444088