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RIA Intelligence

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SEC-registered adviser

M••••

No RAUM reportedMenlo Park, CaliforniaCRD 337818SEC 801-134438websiteIAPD
Legal name S•••••••• I•••
Latest filing Sep 17, 2026
First filing on the tape Sep 4, 2025 · 4 filings
SEC status approved since Sep 25, 2025
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$0 as of Mar 28, 2026
Sep 4, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Sep 4, 20250 then
Employees (5.A)10 as of Mar 28, 2026
Sep 4, 202510 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 17, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
317reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • R••••• H••••• R• · Chief Technology Officercontrol
        since 03/2021 · owns 10% to 25%
      Entity owners
      • M•• C•••••• P••••••• I••• L••• · Shareholder
        direct · owns 25% to 50%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • HQ state · NY to CA
        Sep 14, 2026 to Sep 17, 2026
      • HQ state · CA to NY
        Mar 28, 2026 to Sep 14, 2026
      • Accounts · 0.0 to unset
        Mar 28, 2026 to Sep 14, 2026
      • Financial planning clients · 251-500 to 251-500
        Mar 28, 2026 to Sep 14, 2026
      • Discretionary RAUM · 0.0 to unset
        Mar 28, 2026 to Sep 14, 2026
      • Non-discretionary RAUM · 0.0 to unset
        Mar 28, 2026 to Sep 14, 2026
      • RAUM · 0.0 to unset
        Mar 28, 2026 to Sep 14, 2026
      • Related adviser · false to unset
        Mar 28, 2026 to Sep 14, 2026
      • Related bank · false to unset
        Mar 28, 2026 to Sep 14, 2026
      • Related broker-dealer · false to unset
        Mar 28, 2026 to Sep 14, 2026
      • Related insurance company · false to unset
        Mar 28, 2026 to Sep 14, 2026
      • Succession · false to unset
        Mar 28, 2026 to Sep 14, 2026
      • Individual clients · 146 to 317
        Sep 4, 2025 to Mar 28, 2026
      • Financial planning clients · 101-250 to 251-500
        Sep 4, 2025 to Mar 28, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/mezziappreportedpublic record, Form ADV, Sep 17, 2026
      Website
      m••••.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      (415) 612-2667reportedpublic record, Form ADV, Sep 17, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026