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Chief Executive Officer, Chief Operating Officer, Member · The Informed Momentum Company LLC

Derek J. Gaertner

CRD 5073232 · 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 Derek J. Gaertner on its Form ADV as Chief Executive Officer, Chief Operating Officer, Member, a control person. The SEC filings also name Derek at 1 other registered adviser.

Firms and roles

  • The Informed Momentum Company LLCChief Executive Officer, Chief Operating Officer, MemberAsset manager · Solana Beach, CA · $1.5B in regulatory assets
  • Global IMC LLCChief Executive Officer, Chief Operating Officer, Class A Common Unit HolderPrivate fund adviser · Solana Beach, CA · $790M in regulatory assets

AtlasMembers

Derek’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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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
  • 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 Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.