MOMENTUM ADVISORS, LLC

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Momentum Advisors is based out of New York. Momentum Advisors is a large advisory firm with 243 clients and discretionary assets under management (AUM) of $320,581,560 (Form ADV from 2022-04-05). Their last reported 13F filing for Q2 2022 included $88,958,000 in managed 13F securities and a top 10 holdings concentration of 61.93%. Momentum Advisors's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 52,712. Whalewisdom has at least 1 13F filings

06/30/2022

Top Sells (13F)

  • Name% Change

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 4.07%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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View Last Form Adv Compilation Report on Record

MOMENTUM ADVISORS
1120 AVENUE OF THE AMERICAS 4TH FLOOR
NEW YORK NY    10036
Country: United States
Business Phone: 917-997-4297
Fax: 917-720-9912
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 9
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent,,REAL ESTATE & FRANCHISES
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 4,983,000
Total Number of Clients: 243
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MOMENTUM ADVISORS, LLC

ownership team - last updated 2022-04-05
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FRANKLIN MORGAN FUND 1 LLC United States 805-2429692468 Private Equity Fund 4,983,000 25,000

MOMENTUM ADVISORS, LLC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FRANKLIN MORGAN FUND 1 LLC United States 805-2429692468 Private Equity Fund 4,983,000 25,000

MOMENTUM ADVISORS, LLC

ownership team - last updated 2021-04-06
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

MOMENTUM ADVISORS, LLC

ownership team - last updated 2021-02-18
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

MOMENTUM ADVISORS, LLC

ownership team - last updated 2020-11-30
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
MCGHEE, TIFFANY, CATHERINE INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2013-10-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

MOMENTUM ADVISORS, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
MCGHEE, TIFFANY, CATHERINE INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2013-10-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

MOMENTUM ADVISORS, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

MOMENTUM ADVISORS, LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
MCGHEE, TIFFANY, CATHERINE INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2013-10-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

MOMENTUM ADVISORS, LLC

ownership team - last updated 2018-11-07
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
MCGHEE, TIFFANY, CATHERINE INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2013-10-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

MOMENTUM ADVISORS, LLC

ownership team - last updated 2017-06-22
Name Title Start Date Direct/Indirect % Ownership
BOOMER, ALLAN, J MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01
MCGHEE, TIFFANY, CATHERINE INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2013-10-01
PLATT, WILLIAM, HENRY INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC INVESTMENT ADVISOR REPRESENTATIVE AND MEMBER direct 2014-10-01
THE MOMENTUM GROUP INC. MANAGING MEMBER, PARENT ENTITY 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PARENT ENTITY direct 2013-04-01
BOOMER, ALLAN, J 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC THE MOMENTUM GROUP, INC 04/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PISCES VENTURES, LLC PRESIDENT, CO-OWNER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
MOMENTUM ADVISORS, LLC 100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC indirect 2013-04-01

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