MACK & CO. PARTNERS, LP

RIASEC RegisteredEst. 2025

Total AUM

$549M

Discretionary

$549M

100% of AUM

Avg account

$22M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 324218
Registered since: March 31, 2025
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI95.92%
Pooled Investment Vehicles4.06%
Individuals0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Mack & Co Partners, LP is organized as a limited partnership that operates primarily as a private equity fund while also providing advisory services to individuals, families and institutional clients. The firm offers portfolio management for individual and small-business accounts as well as for pooled investment vehicles, and it performs selection-of-adviser services. Its fee mix includes percentage-of-AUM fees, fixed fees and performance-based fees. Mack & Co Partners is SEC-registered (registration year listed as 2025) and reports that it is not an active ESG investor. The firm is affiliated with broker-dealer and sponsor activities and serves as a general partner and managing member of pooled investment vehicles, indicating it both sponsors and runs closed-end or private pooled vehicles in addition to discretionary advisory mandates.