SourcingSourcing

MOMENTUS MANAGER LLC

C45
CRD 324068·SEC 801-130774·ARLINGTON, VA
AUM
$284.3M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$853K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOMENTUS MANAGER LLC
CRD
324068
SEC file #
801-130774
EIN
—
DBA names
—

Economics

AUM
$284.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$281.0M → $284.3M▲ +1%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
30
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
ARLINGTON VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLIANCE SECURITIES MANAGER
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ALLIANCE SECURITIES MANAGER
CARR, ELLIS, BERNARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4588
Soi Zip Pct 200k Plus
0.1563
Soi Zip Returns 200k Plus
2,350
Soi Zip Total AGI
1,941,999
Fdic Zip Total Deposits
17,930,661,000
Fdic Zip Branch Count
271
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Jpmorgan2
Fdic Zip Branches Raw
Burke & Herbert Bank & Trust CompanyArlington County, VA
Signet Bank-VirginiaArlington, VA
Fdic Zip HHI
1660.69
Fdic Zip Top Bank Share Pct
33.46
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,557
Returns1,630
Stub 2
AGI68,794
Returns1,810
Stub 3
AGI152,718
Returns2,440
Soi Zip Total Business Income
44,299
Soi Zip Total Cap Gains
41,478
Soi Zip Total Dividends
42,719
Soi Zip Total Returns
15,040
Trust Company Affiliate
No

People (2)

2
CARR, ELLIS, BERNARD
Executive Officer · 2.5%
3145502
DWYER, DANIEL, BUCHANAN
Executive Officer · 2.5%
7460641