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Chief Compliance Officer · The Informed Momentum Company LLC

Iris L. Kelly

CRD 5444088 · 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 Iris L. Kelly on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Iris at 1 other registered adviser.

Firms and roles

AtlasMembers

Iris’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

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