# Lulu Cheng Meservey Management, LLC

> 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.

- CRD: 340048
- Filed as: LULU CHENG MESERVEY MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340048
- AdvisorCensus page: https://advisorcensus.com/firm/lulu-cheng-meservey-management-llc-philadelphia-pa-340048

## Quick answers

**Where is Lulu Cheng Meservey Management, LLC located?**
Lulu Cheng Meservey Management, LLC's principal office is in Philadelphia, PA, according to its Form ADV.

**How does Lulu Cheng Meservey Management, LLC report to regulators?**
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.

**Does Lulu Cheng Meservey Management, LLC report any disciplinary disclosures?**
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

**What changed in Lulu Cheng Meservey Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rostra.co](https://rostra.co)
- LinkedIn @rostra

## Changes in the filing (last 12 months)

### February 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lulu Cheng Meservey Management, LLC (CRD 340048): Form ADV filing data as of October 2026.