LULU CHENG MESERVEY MANAGEMENT, LLC
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 340048
- Registered since
- January 20, 2026
Firm profile
FINTRXOverview
Lulu Cheng Meservey Management, LLC operates as a limited liability company focused on investment management. The firm engages in various investment activities, primarily advising on pooled investment vehicles. While it does not classify itself as a capital allocator or pension consultant, it plays a role in managing venture capital funds. The firm is not recognized as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LULU CHENG
CRD 5569403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 30 S 15th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PROTEA ASSET MANAGEMENT LLC
Exempt Reporting AdvisorPHILADELPHIA, PA
GLASSTX CAPITAL LLC
Exempt Reporting AdvisorPHILADELPHIA, PA
SAGONA CAPITAL, INC.
Exempt Reporting AdvisorPHILADELPHIA, PA
MISSIONOG
Exempt Reporting AdvisorPHILADELPHIA, PA
FR CAPITAL HOLDINGS, LP
Exempt Reporting AdvisorPHILADELPHIA, PA
ARCHETYPE FUND MANAGEMENT LLC
Exempt Reporting AdvisorPHILADELPHIA, PA