STOCKTALK INC.

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UUID329d2248-9669-5375-b7bf-6d46e948dd2a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	337818	337818	—	1.0

Profile

Website—

HQ CityMENLO PARK

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

MEZZI adv_part1

People

Name	Title	Role	Email	Evidence
JAIN, MANISH	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014285", "owner_id": "5191303", "source": "adv_part1", "table": "Schedule_A_B"}
MHS CAPITAL PARTNERS III, L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2014285", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
REDDY, HERSH, R	CHIEF TECHNOLOGY OFFICER	OFFICER	—	{"filing_id": "2014285", "owner_id": "8141921", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

JAIN, MANISH

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2014285", "owner_id": "5191303", "source": "adv_part1", "table": "Schedule_A_B"}

MHS CAPITAL PARTNERS III, L.P.

SHAREHOLDER

OFFICER

—

{"filing_id": "2014285", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

REDDY, HERSH, R

CHIEF TECHNOLOGY OFFICER

OFFICER

—

{"filing_id": "2014285", "owner_id": "8141921", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/04/2025 06:09:11 PM",
  "filing_id": "2014285",
  "reg_type": "IA"
}
```

STOCKTALK INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1