Mason Wells, Inc.
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 173069
- Registered since
- October 28, 2014
- Website
- www.masonwells.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mason Wells, Inc. is organized as a corporate private equity manager that has been SEC-registered since 2014. The firm serves institutional clients and’s structured to manage pooled investment vehicles rather than act as a capital allocator. Its advisory activity is focused on portfolio management for private funds, and its compensation combines a percentage-of-AUM fee with performance-based fees consistent with private equity fund economics. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 411 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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