Mezzasalma Advisors, LLC
Mezzasalma Advisors, LLC is a registered investment advisory firm headquartered in Tinton Falls, New Jersey. Established in 2021, the firm manages discretionary investment portfolios for institutional and high net worth clients. It is known for its active equity management and diversified approach, reporting between $233 million and $333 million in regulatory assets under management as of 2024. The firm employs a small staff typical of boutique advisory firms, and primarily serves as an advisor to entities that require rigorous, SEC-compliant portfolio management.
Investment Strategy
Mezzasalma Advisors, LLC follows an active, diversified equity investing strategy, focusing on a broad portfolio across technology, mega-cap growth, and index securities. The top holdings include major U.S. technology firms such as Tesla, Meta, Apple, Nvidia, and Alphabet, which together comprise over a third of the portfolio. The firm rotates positions, opportunistically adding new equities, trimming winners, and seeking exposure to market leaders and innovative sectors. Its filings show frequent updates that reflect tactical asset allocation and risk management for both growth and preservation of capital.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | 7.95% | $31.0M | 69,817 | $237.13 | $444.72 | +$8.6M |
M META | META PLATFORMS INC | 6.91% | $27.0M | 36,740 | $241.46 | $734.38 | -$643.3K |
N NVDA | NVIDIA CORPORATION | 6.43% | $25.1M | 134,585 | $55.50 | $186.58 | +$3.5M |
A AAPL | APPLE INC | 5.68% | $22.2M | 87,134 | $143.30 | $254.63 | +$4.3M |
G GOOGL | ALPHABET INC | 5.59% | $21.8M | 89,861 | $94.56 | $243.10 | +$6.0M |