This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-05-2024
- Office Locations
- 1
Office Locations
About Moment Partners, LLC
Moment Partners is a San Francisco-based wealth management firm offering a modern family-office approach combining investment management with financial and tax planning, estate strategies, and curated alternative investments. The team emphasizes coordination across outside professionals and uses advanced tools and research to support long-term, multi-generational legacy goals, working with clients in person or remotely.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JASON WALKER COHEN
Advisor, Managing Partner
- CRD
- #5859615
- Ownership
- 50% but less than 75%
SCOTT H. HAMPTON
Managing Director
- CRD
- #5695775
- Ownership
- 50% but less than 75%
Zenith foundation
Beacon vital
- CRD
- #26829
- Ownership
- 11.2%
Showing 2 of 3 owners & executives
Unlock allContacts
BRANDON MITCHELL HAGERLA
Registered Client Associate
- CRD
- #7066794
PATRICK JOSEPH HITCHCOCK
Managing Director
- CRD
- #2347107
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $632,249,411 | $869,669 |
| Non-Discretionary | $556,263,180 | $705,023 |
| Total | $1,188,512,591 | $783,979 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,188,512,591
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,163,118,456 | 15.7% |
| Equity - Exchange | $1,370,553,594 | 18.5% |
| Cash | $748,248,178 | 10.1% |
| U.S. Government/Agency | $2,052,126,192 | 27.7% |
| Corporate - Investment Grade | $2,074,351,386 | 28.0% |
| Total | $7,408,397,806 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA OAK VECTOR | OAK SIGNAL | D223ZN10I | VFZKY | 11.00% | $93,331,370 |
| WAVE BEACON ATLAS | VERTEX ALPHA | J8VCM2XN2 | WCLL | 6.29% | $35,347,109 |
| ATLAS PIONEER | FOCUS RADIAL | C7C1MY0EF | PHR | 10.44% | $75,761,338 |
| PEAK BEACON | DELTA PEAK | IEZA8J1LW | IKQ | 3.83% | $103,399,244 |
| ZENITH NORTH | QUANTUM GLACIER | HA1R3D0U1 | HPAWR | 4.87% | $13,407,040 |
| VERTEX FOUNDATION NORTH | SIGNAL BEACON | AVQQW0FZK | NKRJ | 9.14% | $2,807,115 |
| ELEMENT MATRIX HORIZON | FOCUS ELEMENT | YESD0RXHT | UUR | 10.01% | $23,859,161 |
| NORTH UNISON | VITAL DELTA | ZGKRXXJEF | TDOWR | 10.34% | $27,195,552 |