MESON QUANTITATIVE MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Owners & executives
3 of 3SCOTT SMALLWOOD
CEOCRD 4225072
John Pelly
COOCRD 6746857
KRISTA WEYMOUTH
Chief Financial OfficerCRD 3179626
Contacts
3 of 3RYAN MORRIS
PresidentCRD 6178427
JOHN KRASZNEKEWICZ
OwnerCRD 1298517
James Regan III
OwnerCRD 8068858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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