Firm profile

MOMENT PARTNERS, LLC

SAN FRANCISCO, CACRD 332691Latest ADV April 17, 2026

Moment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 17, 2026, reports $1.2B in regulatory assets under management, 8 employees, and 1,516 accounts.

Assets Under Management
$1.2B
Employees
8
Offices
--
Total Clients
435
Primary office
SAN FRANCISCO, CA
535 MISSION STREET, SUITE 2310, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristy J. Fabian

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
216
2
Individuals
45.1%
196
3
Corporations
2.8%
12
4
Pension Plans
2.1%
9
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of April 17, 2026
Discretionary53.2%
$632M
53% of total RAUM53.2%
Non-discretionary46.8%
$556M
47% of total RAUM46.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts1,516
10Y AUM Change+$1.2B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee54:1
10Y Employee Change+1 (+14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.