Masonry Capital Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$370M

Discretionary

$79.4M

21% of AUM

Avg account

$6.2M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Masonry Capital Management, LLC is a privately held hedge-fund style RIA formed as an LLC and registered with the SEC in 2018. The firm serves both individual/family and institutional clients, offering portfolio management for individual and small-business accounts as well as for pooled investment vehicles. Its compensation includes a percentage-of-AUM component plus performance-based fees, a structure consistent with active, manager-driven strategies. Regulatory filings and asset allocations indicate a clear bias toward fixed-income exposure, with a large position in U.S. government bonds. The firm is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant. Industry roles include serving as sponsor, general partner, and managing member of pooled investment vehicles.