Moment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$917,135,497
Clients
412
Advisors
4
of 8 employees
About
Moment Partners provides investment management and financial advisory services to individuals, high‑net‑worth clients, families, trusts, foundations, corporations and plan sponsors, and it also advises on assets held in insurance products such as variable life insurance and annuity contracts. Services described in the brochure include discretionary (and limited non‑discretionary) portfolio management, selection and oversight of independent managers, comprehensive financial planning and fiduciary and non‑fiduciary consulting for retirement plans.
The firm emphasizes constructing risk‑adjusted, tax‑efficient asset allocations using a mix of active and passive strategies and security selection informed by qualitative, quantitative, technical and relative‑strength metrics, with ongoing monitoring and rebalancing. Moment may allocate to Independent Managers (including Wells Fargo programs), present third‑party private funds to qualified clients, and in appropriate accounts employ options strategies and alternative investments.
Noteworthy details in the brochure include Moment’s reported $1,188,512,591 in assets under management alongside a stated typical minimum initial investment of $2,000,000, and the firm’s practice of negotiating performance‑based fee arrangements with qualified clients — items it discloses and updates in its Form ADV. The firm also operates with a small advisory team relative to its asset base and relies on broker‑custody relationships (e.g., Trade‑PMR and First Clearing) that provide institutional trading, custody and reporting services.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services billed on a fixed rate basis ranging from $2,000 to $50,000 depending on scope
Up to 1.75% annually (negotiated based on complexity and household assets)
Performance-based fee arrangements negotiated on a case-by-case basis with qualified clients
Account minimum: $2,000,000
Main office
535 Mission Street, Suite 2310
San Francisco CA 94105
Advisors at this office
4
Most active in
Arizona · California · Florida · Nevada · New York · Oregon · Texas · Washington
Also doing business as
Moment Partners · Moment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Patrick H
Series 63, Series 65
San Francisco, CA
Moment Partners, LLC
Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies combining active and passive security selection and frequently uses independent managers and options strategies in portfolio construction.
Jason C
CFP®, Series 66
San Francisco, CA
Moment Partners, LLC
Jason Cohen is a financial advisor with Moment Partners, LLC in San Francisco, holding CFP® and Series 66 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2010 to 2024. Cohen serves as a finance committee member for the Horizons Foundation, providing budget analysis and oversight. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies, and offers discretionary portfolio management, comprehensive financial planning, and consulting for retirement plans.
Scott H
CFP®, Series 66
San Francisco, CA
Moment Partners, LLC
Scott Hampton is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Moment Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing Services and three years at Wells Fargo Advisors. Hampton serves as co-trustee for a family trust. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, and institutional clients. The firm uses a combination of active and passive strategies, risk-adjusted and tax-aware asset allocation, and incorporates independent managers and options strategies where appropriate.
Brandon H
Series 66
San Francisco, CA
Moment Partners, LLC
Brandon Hagerla is a financial advisor at Moment Partners, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, Inc., and the University of Central Arkansas. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension and profit-sharing plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies, combining active and passive security selection with ongoing monitoring and rebalancing.
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