Wealth manager, independent · Boston, MA
Mason Capital Partners
Albert D Mason Inc · SEC-registered investment adviser · CRD 107412 · SEC 801-11877
At a glance
Mason Capital Partners is an SEC-registered investment adviser based in Boston, Massachusetts, with $211 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 177 individual clients. By Form ADV it is a wealth manager, ranked 5,635th of 8,915 wealth managers and 11,987th of 17,210 SEC-registered advisers by assets.
Main office 617-228-5190mason-capital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $211M
- Rank among wealth managers
- #5,635 of 8,915
- Rank among all SEC RIAs
- #11,987 of 17,210
- Rank in Massachusetts
- #495 of 627
- Individual clients
- 177
- High-net-worth clients
- 96
- Accounts
- 300
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Gregg T. PicilloSenior Vice President & Chief Compliance Officer
- Albert D. MasonPresident
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 96 | $122M | 58% |
| Pooled investment vehicles | 2 | $60M | 29% |
| Individuals | 81 | $19M | 9% |
| Pension and profit sharing plans | – | $7M | 3% |
| Corporations or other businesses | – | $2M | <1% |
Private funds
Mason Capital Partners reports 1 private funds with $57M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Mason Capital Partners 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
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗mason-capital.com ↗
AtlasMembers
The full record on Mason Capital Partners
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,071 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
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mason Capital Partners manage?
Mason Capital Partners reports $211 million in regulatory assets under management across 300 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Mason Capital Partners?
Mason Capital Partners 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 Mason Capital Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($122 million, 96 clients); pooled investment vehicles ($60 million, 2 clients); individuals ($19 million, 81 clients).
Does Mason Capital Partners manage private funds?
Yes. It reports 1 private funds with $57 million in gross assets, including other private funds.
Does Mason Capital Partners have any disciplinary history?
Mason Capital Partners 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 Mason Capital Partners’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 (2026-03-31), 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 →