MESA WEALTH MANAGEMENT

James C. M. Mason serves as CEO and oversees investment strategy. Christopher J. M. Mason is President and shares leadership. The firm uses a centralized committee structure for large allocation decisions. Both Masons have been with the firm since its founding in 1990.

Mesa invests through both channels. It holds positions in private credit funds from managers like Oaktree Capital and Ares Management, and it also makes direct real estate investments in commercial and residential properties. The direct real estate deals are primarily in Texas and the US Sun Belt.

Mesa has not publicly stated explicit avoidance of any asset class. Based on disclosed holdings and filings, it tends to emphasize private credit, real estate, and hedge funds over venture capital or early-stage growth equity. Public equity holdings are managed through hedge fund allocations rather than direct stock portfolios.

Mesa operates as a multi-family office. It began as a family office for the Mason family in 1990 and later opened to additional families. The firm is registered as a RIA with the SEC, which allows it to serve multiple clients. It does not market broadly and relies on referrals.

Mesa does not publicly detail its sourcing methodology. The firm's deal flow in private credit and real estate comes from relationships with established fund managers. Direct real estate deals are sourced through local brokers and family networks in Texas. There is no evidence of a proprietary origination platform.