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MESA WEALTH MANAGEMENT
MESA WEALTH MANAGEMENT is a state-registered investment adviser in CAMARILLO, CA. It manages approximately $17 million in regulatory assets. The firm has 1...
MESA WEALTH MANAGEMENT
MESA WEALTH MANAGEMENT is a state-registered investment adviser in CAMARILLO, CA. It manages approximately $17 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1990
Location
Region
North America
Country
United States
City
Camarillo
Corporate office
Dallas, TX, United States
Principals
James C. M. Mason
CEO
Christopher J. M. Mason
President
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
Does Mesa Wealth Management invest in direct deals or only through funds?
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.
What asset classes does Mesa typically avoid?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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