Momentum Advisors

Asset Manager SEC-registered adviser

Legal name: Momentum Advisors, LLC

New York, NY Website LinkedIn X

AUM

$414.7M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$6.7M
Gross asset value

Employees

10

Last Form D raise

—

From SEC Form ADV filing (filed Jul 17, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Allan Boomer
Partner
Source: SEC Form ADV
A
Andrea Gray
Partner
Source: SEC Form ADV
K
Kyle Pitts
Investment Advisor Representative and Member (partner)
Source: SEC Form ADV
W
William Platt
Managing Partner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Franklin Morgan Fund 1 LLCPrivate Equity$6.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
159574
SEC file number
801-73092

Sources