Mason Capital Partners

RIASEC RegisteredEst. 1976

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, privately owned registered investment adviser that has been operating since the mid-1970s. The firm charges fees as a percentage of assets under management and serves both individual/family clients and institutional accounts. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and separate accounts for businesses or institutions. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not reported as a multi-state or newly formed adviser.