The Informed Momentum Company LLC logo

The Informed Momentum Company LLC

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

Portfolio management Selection of other advisers

Expertise

Active portfolio management Concentrated stock management Real estate investing

Fee options

Percentage

$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

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.

Other

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

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