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Shareholder · The Informed Momentum Company LLC

Byron C. Roth

CRD 1768553 · Named on Form ADV at 2 SEC-registered advisers

At a glance

The Informed Momentum Company LLC, an SEC-registered asset manager based in Solana Beach, CA with $1.5 billion in regulatory assets, lists Byron C. Roth on its Form ADV as Shareholder, a control person. The SEC filings also name Byron at 1 other registered adviser.

Firms and roles

AtlasMembers

Byron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Travis T. PrenticeChief Investment Officer, Managing Member, The Informed Momentum Company LLC
  • Joshua M. MossVice President, Member, The Informed Momentum Company LLC
  • Derek J. GaertnerChief Executive Officer, Chief Operating Officer, Member, The Informed Momentum Company LLC
  • Frank P. HurstPresident, Managing Member, The Informed Momentum Company LLC
  • Iris L. KellyChief Compliance Officer, The Informed Momentum Company LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Byron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.