Mason Wells, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$355M
Accounts
4
Employees
22
Advisory reps
6

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
173069
Registered since
October 28, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Owners & executives

1 of 1
  • James Domach

    James Domach

    Chief Financial OfficerCRD 6026389

Contacts

3 of 5
  • Thomas Smith

    Thomas Smith

    Executive Managing DirectorCRD 1272017

  • Benjamin Holbrook

    Benjamin Holbrook

    Senior Managing DirectorCRD 4495885

  • Kevin Kenealey

    Kevin Kenealey

    Senior Managing DirectorCRD 6026387

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth