Mack & Co Partners, LP

RIASEC RegisteredEst. 2025
Total AUM
$549M
Discretionary
$549M
100% of AUM
Avg account
$22M
Accounts
25
Employees
8
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
324218
Registered since
March 31, 2025
Website
mackco.com
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 and operates primarily as a private equity fund manager. The firm registered with the SEC in 2025 and serves both individual/family clients and institutional investors. Its advisory work includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Regulatory and business roles tied to the firm’s activities include acting as a general partner, sponsor, and managing member of pooled investment vehicles, and it has connections with broker‑dealer activity. Fee arrangements are mixed: percentage-of-AUM, fixed fees, and performance‑based fees are all used. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Private Funds 15%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%81%
  • Exchange Traded Equities81%
  • Private Funds15%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Richard Zack

    Richard Zack

    Chief Compliance Officer & General CounselCRD 2651386

  • Roszell Mack

    Roszell Mack

    Founder, CEO and Managing PartnerCRD 2386014

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
At Old Parkland East Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth