Overview
Assets Under Management: $549 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 7
Average Client Assets: $75.2 million
Frequently Asked Questions
MACK & CO. PARTNERS, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324218), MACK & CO. PARTNERS, LP is subject to fiduciary duty under federal law.
MACK & CO. PARTNERS, LP is headquartered in DALLAS, TX.
MACK & CO. PARTNERS, LP serves 7 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MACK & CO. PARTNERS, LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MACK & CO. PARTNERS, LP manages $549 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MACK & CO. PARTNERS, LP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.92%
Average Client Assets: $75.2 million
Total Client Accounts: 25
Discretionary Accounts: 25
Regulatory Filings
CRD Number: 324218
Filing ID: 2083900
Last Filing Date: 2026-03-30 17:19:35