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Managing Partner/chief Executive Officer · Mack & Co. Partners, LP

Roszell Mack

CRD 2386014 · Named on Form ADV at one SEC-registered adviser

At a glance

Mack & Co. Partners, LP, an SEC-registered wealth manager based in Dallas, TX with $549 million in regulatory assets, lists Roszell Mack on its Form ADV as Managing Partner/chief Executive Officer, a control person.

Firms and roles

  • Mack & Co. Partners, LPManaging Partner/chief Executive OfficerWealth manager · Dallas, TX · $549M in regulatory assets

AtlasMembers

Roszell’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard L. ZackChief Compliance Officer/general Counsel, Mack & Co. Partners, LP

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roszell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.