Mason Capital Partners

RIASEC Registered

Total AUM

$211M

Discretionary

$211M

100% of AUM

Avg account

$702K

Accounts

300

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 107412
Registered since: July 29, 1976
Website: mason-capital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI58.05%
Pooled Investment Vehicles28.54%
Individuals9.08%
Pension & Profit Sharing Plans3.38%
Corporations / Businesses0.95%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mason Capital Partners is an independent registered investment adviser that has been SEC-registered since 1976. The firm is individually owned and operates on a percentage-of-AUM fee model. Its advisory work spans discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional clients. Investment activity is concentrated in equities; the firm does not identify as an active ESG investor and is not positioned as a capital allocator.