Wealth manager, independent · Dallas, TX
Mack & Co. Partners, LP
SEC-registered investment adviser · CRD 324218 · SEC 801-132309
At a glance
Mack & Co. Partners, LP is an SEC-registered investment adviser based in Dallas, Texas, with $549 million in regulatory assets under management as of its Form ADV filed May 7, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 8 individual clients. By Form ADV it is a wealth manager, ranked 2,690th of 8,915 wealth managers and 7,453rd of 17,210 SEC-registered advisers by assets.
Main office 945-293-6405mackco.comAs filed on Form ADV
- Regulatory AUM
- $549M
- Rank among wealth managers
- #2,690 of 8,915
- Rank among all SEC RIAs
- #7,453 of 17,210
- Rank in Texas
- #483 of 1,081
- Individual clients
- 8
- High-net-worth clients
- 7
- Accounts
- 25
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Roszell MackManaging Partner/chief Executive Officer
- Richard L. ZackChief Compliance Officer/general Counsel
Custody and brokerage
Broker-dealer
Hybrid RIA
Mack & Co. Partners, LP is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: M&co. Securities LLC.
- M&co. Securities LLC ↗CRD 332390
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 7 | $527M | 96% |
| Pooled investment vehicles | 4 | $22M | 4% |
| Individuals | 1 | $0M | <1% |
Private funds
Mack & Co. Partners, LP reports 4 private funds with $22M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Mack & Co. Partners, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗mackco.com ↗
AtlasMembers
The full record on Mack & Co. Partners, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,193 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Mack & Co. Partners, LP manage?
Mack & Co. Partners, LP reports $549 million in regulatory assets under management across 25 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 7, 2026.
What kind of firm is Mack & Co. Partners, LP?
Mack & Co. Partners, LP is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Mack & Co. Partners, LP’s clients?
By assets, its largest client types are high-net-worth individuals ($527 million, 7 clients); pooled investment vehicles ($22 million, 4 clients); individuals ($109,427, 1 clients).
Does Mack & Co. Partners, LP manage private funds?
Yes. It reports 4 private funds with $22 million in gross assets, including private equity funds.
Does Mack & Co. Partners, LP have any disciplinary history?
Mack & Co. Partners, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mack & Co. Partners, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →