# The Informed Momentum Company

The Informed Momentum Company is an Asset Manager based in Solana Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Solana Beach, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** informedmomentum.com

## Regulatory record

- **CRD number:** 144908
- **SEC file number:** 801-70305
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144908

## About

The Informed Momentum Company LLC is an SEC-registered investment adviser in Solana Beach, CA, registered since 2009. The firm manages approximately $1.5 billion in regulatory assets. It has 22 employees and 13 investment advisers.

## Sectors

- Energy Transition & Renewables
- Mobility & Transportation
- Industrial Tech

## People

- Daniel Broid — CEO & Chief Investment Officer

## Questions

### Who makes investment decisions at The Informed Momentum Company?

Daniel Broid serves as both CEO and Chief Investment Officer, making all portfolio-construction decisions. Broid founded the firm in 2016 and functions as its sole named principal; no co-portfolio managers or investment committee members are publicly disclosed. The strategy reflects a single-manager risk profile common to concentrated long-only boutiques.

### How does the firm source its investment ideas?

Broid's disclosed methodology is primarily top-down, starting with macro imbalances in energy supply chains and narrowing to individual public companies with operating leverage to those dislocations. Idea generation draws on public regulatory filings, commodity market data, and corporate disclosures rather than private deal networks. The firm publishes periodic market letters that articulate discrete theses around refining margins, lithium supply deficits, and the capital-discipline cycles of energy incumbents.

### Does The Informed Momentum Company invest in private companies or venture-stage deals?

No. The firm operates exclusively in liquid public equities, deliberately avoiding the private-venture and project-finance structures that dominate energy-transition capital allocation. This public-only mandate is central to its structural identity—Broid has argued in his writings that public energy and materials companies offer better risk-adjusted exposure to the transition than private infrastructure vehicles.

### What sectors does the firm actively avoid?

The strategy explicitly avoids pure-play renewable developers without demonstrable free cash flow, early-stage battery technology companies with no commercial-scale production, and most software-enabled climate-tech businesses. Broid's public commentary emphasizes the gap between narrative-driven valuations in venture-backed climate companies and the cash-generating industrial assets he targets.

### What is the firm's geographic exposure?

The portfolio concentrates on US-listed refiners and energy companies, South American lithium producers operating in Chile and Argentina, and select Asian battery-value-chain participants. Broid's letters have specifically addressed US Gulf Coast refining dynamics and the Salar de Atacama lithium basin as anchor geographies underlying the thesis.

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- [JTD Financial Services](https://altss.com/profile/jtd-financial-services-llc)
- [New Albany Capital Partners](https://altss.com/profile/new-albany-capital-partners-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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