Overview
Assets Under Management: $211 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 96
Average Client Assets: $1.3 million
Frequently Asked Questions
MASON CAPITAL PARTNERS 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 #107412), MASON CAPITAL PARTNERS is subject to fiduciary duty under federal law.
MASON CAPITAL PARTNERS is headquartered in BOSTON, MA.
MASON CAPITAL PARTNERS serves 96 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MASON CAPITAL PARTNERS offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MASON CAPITAL PARTNERS manages $211 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MASON CAPITAL PARTNERS serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.05%
Average Client Assets: $1.3 million
Total Client Accounts: 300
Discretionary Accounts: 300
Regulatory Filings
CRD Number: 107412
Filing ID: 2075850
Last Filing Date: 2026-03-31 11:55:25