Momentum Family Office
Independent Amsterdam multi family office advising 170+ entrepreneurs and families on asset allocation, with access to private debt and private equity funds; AFM-licensed adviser.
Identity
- HEADQUARTERS
- Amsterdam, Netherlands
- FOUNDED
- 2020
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- STRATEGIES
- Private creditPrivate equity
Overview
Momentum Family Office, a trade name of Momentum CFS B.V. at Herengracht in Amsterdam, says it guides more than 170 entrepreneurs and families in structuring their wealth and building diversified portfolios. It is not an asset manager itself: it advises on asset allocation, selects and coordinates external managers, and reports on client wealth, which stays in the client's name. It also arranges private debt loans secured by mortgages and gives clients access to international private equity funds. Momentum CFS B.V. holds an AFM licence for investment advice and receiving and transmitting orders in fund units.
Investment thesis
Advises on clients' ideal asset allocation and manager selection, focusing on risk spreading, cash flows and collateral; private debt is matched directly between borrowers and lenders with mortgage security.
People
- Vincent BouwHead of Private Equity · source
- Frits MoonenFounder and Wealth Manager · source
- Lodewijk ParmentierPartner and Wealth Manager · source
- Claudia HelmerPartner and Wealth Manager · source
- Martijn KleinbussinkHead of Wealth Management · source
- Floris QuakHead of Private Debt · source
- Bart van der VeenDirector Private Debt · source
- Henny RekelhofHead of Risk & Compliance · source
Frequently asked questions
Momentum Family Office is a multi family office based in Amsterdam, the Netherlands, founded in 2020.
Momentum Family Office does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes private credit and private equity.
Key people at Momentum Family Office include Frits Moonen (Founder and Wealth Manager), Lodewijk Parmentier (Partner and Wealth Manager), Claudia Helmer (Partner and Wealth Manager) and Martijn Kleinbussink (Head of Wealth Management).
Yes. Momentum Family Office manages capital from outside investors.