The Informed Momentum Company LLC

Overview

The Informed Momentum Company LLC is an SEC registered investment adviser based in Solana Beach, CA, registered since 2007. It reports $1.5B in assets under management across 13 accounts, with 22 employees. It has 3 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

100%

Accounts

13

Average account

$115M

Employees

22

Advisory reps

3

Registered since

2007

Jurisdictions

2

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 5

• Derek John Gaertner Chief Executive Officer, Chief Operating Officer, Member CRD 5073232
• Frank Page Hurst President, Managing Member CRD 3203693
• Travis Tyler Prentice Chief Investment Officer, Managing Member CRD 3106625

2 more executive officers, with direct contact details

Advisory reps 3 of 3

• Derek John Gaertner Investment Adviser Rep CRD 5073232
• Joshua Matthew Moss Investment Adviser Rep CRD 4217948
• Travis Tyler Prentice Investment Adviser Rep CRD 3106625

Location

Headquarters

215 S Highway 101 Ste 216
Solana Beach, CA 92075

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: informedmomentum.com

Every state, with registration dates

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