AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocal

Mezzi

Mezzi is a fee-based, SEC-registered investment adviser in Menlo Park, California, registered with the SEC since 2025. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #337818 · SEC #801-134438 · SEC-registered since 2025 (1 yrs) · Last filing data January 1, 2026

AUM
Not reported

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
317

Form ADV 5.C — may be institutional

Employees
10

1 advisers

Overview

AI-generated summary

Mezzi is a fee-based, SEC-registered investment adviser based in Menlo Park, California. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
337818
SEC #
801-134438
Headquarters
Menlo Park, CA
Employees
10

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Disclosures

Mezzi reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Mezzi a fiduciary?+

Yes. Mezzi is an SEC-registered investment adviser (CRD #337818), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Mezzi compensated?+

Mezzi reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Mezzi manage?+

Mezzi did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.

Does Mezzi have any disclosures?+

Mezzi reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Mezzi has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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