MESON QUANTITATIVE MANAGEMENT LLC

RIASEC RegisteredEst. 2026
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$181M
Accounts
6
Employees
11
Advisory reps
6

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
332226
Registered since
April 30, 2026
Custodians
GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles88.51%
  • Corporations / Businesses11.49%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meson Quantitative Management LLC is a limited liability company that operates as a hedge fund manager serving institutional clients. The firm provides portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or corporate accounts. It reports charging fees as a percentage of assets under management and acts in sponsor/GP and managing-member roles for pooled vehicles it runs. The firm is not identified as an ESG investor, does not present itself as a multi-state adviser, and is not listed as a pension consultant. SEC registration is recorded for 2026.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 3
  • SCOTT SMALLWOOD

    CEOCRD 4225072

  • John Pelly

    COOCRD 6746857

  • KRISTA WEYMOUTH

    Chief Financial OfficerCRD 3179626

Contacts

3 of 3
  • RYAN MORRIS

    PresidentCRD 6178427

  • JOHN KRASZNEKEWICZ

    OwnerCRD 1298517

  • James Regan III

    OwnerCRD 8068858

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth