MASONRY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 292664
- Registered since
- May 7, 2018
- Website
- masonrycap.com
- Custodians
- FHN FINANCIAL SECURITIES CORP., CHARLES SCHWAB & CO., INC., VNB TRUST & ESTATE SERVICES
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Banking / Thrift Institutions78.56%
- HNWI16.69%
- Pooled Investment Vehicles3.72%
- Corporations / Businesses0.65%
- Charitable Organizations0.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Masonry Capital Management, LLC is an SEC-registered hedge fund-style advisory firm formed in 2018 that mixes traditional fixed-income management with alternative strategies. The firm advises both individuals/families and institutional clients through separately managed accounts and pooled vehicles, and it serves as sponsor, general partner and managing member for at least one pooled vehicle. Fee arrangements include a percentage-of-AUM component plus performance-based fees, consistent with its hedge-fund activities. Investment positioning is tilted toward income and capital preservation: filings show a clear preference for fixed-income instruments, with a large allocation to U.S. government bonds. At the same time the firm deploys alternatives — hedge funds, real estate, commodities and private credit — alongside mutual funds, which suggests a multi-vehicle approach aimed at combining yield, diversification and potential alpha generation. Masonry operates with both discretionary mandates and a larger set of non-discretionary relationships, indicating a mix of fully delegated mandates and advisory arrangements where clients retain trading authority. The firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds44%
- State & Local Bonds25%
- Exchange Traded Equities14%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1MARK MEULENBERG
CIO and Managing PartnerCRD 2555981
Contacts
1 of 1Clay Sefter
Managing DirectorCRD 7902816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLOTTESVILLE, VA
ALBEMARLE
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- ALBEMARLE
- Address
- 404 People Pl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SOLITUDE FINANCIAL SERVICES, INC.
RIACHARLOTTESVILLE, VA
REDE WEALTH, LLC
RIACHARLOTTESVILLE, VA
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
RIACHARLOTTESVILLE, VA
PLUSTICK MANAGEMENT LLC
RIACHARLOTTESVILLE, VA
SELBY LANE CAPITAL, LLC
RIACHARLOTTESVILLE, VA
CHASE INVESTMENT COUNSEL CORPORATION
RIACHARLOTTESVILLE, VA