The Informed Momentum Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,493,859,551
Total clients
0
Total advisors
3
of 22 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The Informed Momentum Company LLC is an SEC-registered investment manager that primarily serves institutional and pooled vehicles, including pension and profit‑sharing plans and state or municipal government entities, and also acts as a sub‑adviser to registered investment companies (notably several SEI small‑cap funds). The firm manages approximately $1.49 billion on a discretionary basis across model-driven U.S. equity strategies and generally does not list individual retail clients in its brochure roster.
IMC applies its Informed Momentum™ process across U.S. equity sleeves — from large‑cap through ultra‑micro‑cap — using a daily, systematic discovery framework that blends price/volume momentum signals with targeted fundamental analysis, continual challenge/rebalancing, and active trade execution to manage risk and preserve alpha. The firm uses customary percentage‑of‑AUM management arrangements and may negotiate performance‑based fee agreements or other client‑specific terms where appropriate.
Noteworthy aspects compared with many peers include IMC’s explicit servicing of state/municipal and pension plan clients, its role providing portfolio management to investment companies, and its disclosed affiliations through common ownership with other financial firms (including a broker‑dealer and a separately registered adviser). The firm is majority‑employee‑owned and emphasizes smaller‑capitalization strategies (micro and ultra‑micro caps) that can involve lower liquidity, which it addresses through dedicated trading and liquidity practices described in the brochure.
Client services
Expertise
Fee options
$0 - /style dependent: 0.20% annually for U.S. Large Cap $0 - /style dependent: 0.35% annually for U.S. Mid Cap $0 - /style dependent: 0.50% annually for U.S. Small Cap $0 - /style dependent: 0.50% annually for U.S. Micro Cap $0 - /style dependent: 0.50% annually for U.S. Ultra Micro Cap
Performance-based incentive fees up to 20% of total return over 3-month or 12-month periods, negotiated with qualified clients, may include high-water mark provisions.
Account minimum: $5,000,000
Main office location
The Informed Momentum Company LLC
215 Highway 101, Suite 216
Solana Beach CA 92075, United States
Number of offices
2
Most active in
California · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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