{
  "crd_number": 340048,
  "slug": "lulu-cheng-meservey-management-llc-philadelphia-pa-340048",
  "primary_business_name": "LULU CHENG MESERVEY MANAGEMENT, LLC",
  "legal_name": "LULU CHENG MESERVEY MANAGEMENT, LLC",
  "dbas": [],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2026-01-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/rostra",
    "https://rostra.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340048",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/lulu-cheng-meservey-management-llc-philadelphia-pa-340048",
  "display_name": "Lulu Cheng Meservey Management, LLC",
  "summary": "Lulu Cheng Meservey Management, LLC is an exempt reporting adviser in Philadelphia, PA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Lulu Cheng Meservey Management, LLC (CRD 340048): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Lulu Cheng Meservey Management, LLC located?",
      "a": "Lulu Cheng Meservey Management, LLC's principal office is in Philadelphia, PA, according to its Form ADV."
    },
    {
      "q": "How does Lulu Cheng Meservey Management, LLC report to regulators?",
      "a": "Lulu Cheng Meservey Management, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 340048."
    },
    {
      "q": "Does Lulu Cheng Meservey Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340048"
    },
    {
      "q": "What changed in Lulu Cheng Meservey Management, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Began filing reports as an exempt reporting adviser."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Began filing reports as an exempt reporting adviser."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lulu-cheng-meservey-management-llc-philadelphia-pa-340048.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340048",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}