# Meson Quantitative Management LLC

> Meson Quantitative Management LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 332226
- Filed as: MESON QUANTITATIVE MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332226
- AdvisorCensus page: https://advisorcensus.com/firm/meson-quantitative-management-llc-san-francisco-ca-332226

## Quick answers

**How is Meson Quantitative Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Meson Quantitative Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Meson Quantitative Management LLC located?**
Meson Quantitative Management LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Meson Quantitative Management LLC registered with the SEC or a state?**
Meson Quantitative Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332226.

**How much does Meson Quantitative Management LLC manage?**
Meson Quantitative Management LLC reports $1,088,540,347 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Meson Quantitative Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Which custodians does Meson Quantitative Management LLC use?**
Meson Quantitative Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Meson Quantitative 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 SEC record: https://adviserinfo.sec.gov/firm/summary/332226

**What changed in Meson Quantitative Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,088,540,347
- Discretionary: $1,088,540,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $963,512,921 |
| Corporations or other businesses not listed above | Fewer than 5 | $125,027,426 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mesoncapital.com
- X @ryanmorris59

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meson Quantitative Management LLC (CRD 332226): Form ADV filing data as of October 2026.