Overview
Assets Under Management: $370 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 48
Average Client Assets: $1.3 million
Frequently Asked Questions
MASONRY CAPITAL MANAGEMENT, LLC 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 #292664), MASONRY CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MASONRY CAPITAL MANAGEMENT, LLC is headquartered in CHARLOTTESVILLE, VA.
MASONRY CAPITAL MANAGEMENT, LLC serves 48 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, MASONRY CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
MASONRY CAPITAL MANAGEMENT, LLC manages $370 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, MASONRY CAPITAL MANAGEMENT, LLC 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
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.69%
Average Client Assets: $1.3 million
Total Client Accounts: 60
Discretionary Accounts: 58
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 292664
Filing ID: 2069294
Last Filing Date: 2026-03-24 10:21:43