SourcingSourcing

MESON QUANTITATIVE MANAGEMENT LLC

C26
CRD 332226·SEC 801-136133·SAN FRANCISCO, CA
AUM
$1.09B
$1B+
Est. Revenue
$10.9M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MESON QUANTITATIVE MANAGEMENT LLC
CRD
332226
SEC file #
801-136133
EIN
993517202
DBA names
—

Economics

AUM
$1.09B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
11
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
—
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
mesoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORRIS, RYAN, JEFFREY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
MORRIS, RYAN, JEFFREY
MESON QUANTITATIVE MANAGEMENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MESONCAPITAL.COM
Rdap Domain Creation Date
2009-08-31T03:02:37Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002030418
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-07-18
Edgar Last Filing Date
2025-07-08
Edgar Form D Count
2
Edgar Form D Offerings
2025-07-082025-07-08 · 0002030418-25-000001
2024-07-182024-07-18 · 0002030418-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Goldman Sachs4
E*trade4
Jpmorgan3
Interactive Brokers2
Edgar Addresses
Mailing
548 MARKET STREETSUITE 77987SAN FRANCISCO, CA 94104
Business
548 MARKET STREETSUITE 77987SAN FRANCISCO, CA 94104
Edgar EIN
993517202
Edgar Recent Filings
D/A2025-07-08 · 0002030418-25-000001
D2024-07-18 · 0002030418-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-31T03:02:37Z
Rdap Domain Last Changed
2025-05-27T20:23:34Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6178427
Trust Company Affiliate
No

People (6)

6
RYAN JEFFREY MORRIS
Direct Owner · 62.5%
6178427
John William Pelly
Executive Officer · 2.5%
6746857
KRASZNEKEWICZ, JOHN, ANTHONY
Executive Officer · 2.5%
1298517
Regan III, James, S.
Executive Officer · 2.5%
8068858
SMALLWOOD, SCOTT, RICHMOND
Executive Officer · 2.5%
4225072
WEYMOUTH, KRISTA, LEITH
Executive Officer · 2.5%
3179626