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| Mezzasalma Advisors LLC
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|---|---|
| CRD # | 129045 |
| SEC # | 801-120613 |
| CIK # | 0001864916 |
| AUM | 534.4 M (2026-03-19) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 732-842-1120 |
| Address | 67 Apple St Tinton Falls, NJ 07724 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001864916 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 25.0 | ||
| Alphabet Inc | 24.6 | ||
| Apple Inc | 24.2 | ||
| Nvidia Corp | 23.5 | ||
| Facebook Inc | 21.0 | ||
| Amazon Com Inc | 14.2 | ||
| Arista Networks Inc | 13.4 | ||
| Visa Inc | 11.2 | ||
| Bloom Energy Corp | 10.9 | ||
| Emcor Group Inc | 9.6 | ||
| Microsoft Corp | 8.7 | ||
| Schwab Charles Corp | 8.3 | ||
| Netflix Inc | 8.0 | ||
| Royal Caribbean Cruises Ltd | 7.4 | ||
| GS Acquisition Holdings Corp | 6.8 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| Carpenter Technology Corp | 5.6 | ||
| Targa Resources Corp | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.9 | ||
| Transdigm Group Inc | 3.5 | ||
| Palantir Technologies Inc | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 23.3 |
| (b) Individuals (high net worth individuals) | 182 | 492.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 11.4 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 534.4 |
| By Discretionary | ||
| Discretionary | 1,123 | 534.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,124 | 534.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.4 | |
| Total | 1,124 | 534.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001864916] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
JGHendricks Financial Services LLC
✚
|
IL | 536.1 M |
|
Litvak Wealth LLC
✚
|
CT | 536.1 M |
|
Triagen Wealth Management LLC
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CA | 535.2 M |
|
Peak Financial Management Inc
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MA | 534.4 M |
|
USA Financial Formulas LLC
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MI | 534.4 M |
|
Morse Asset Management Inc
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CT | 534.3 M |
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Peirce Capital Management LLC
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|
TX | 534.1 M |
|
Affiliated Private Investors LLC
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|
FL | 533.7 M |
|
Collective Family Office LLC
✚
|
PA | 533.4 M |
|
Argonautica Private Wealth Management Inc
✚
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MA | 532.9 M |