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MASON CAPITAL PARTNERS
50 Federal St.
9th Floor
Boston, Massachusetts 02110
Tel: 617-228-5190
About MASON CAPITAL PARTNERS
MASON CAPITAL PARTNERS, formally registered with the SEC as MASON CAPITAL PARTNERS. The firm was established in 07/29/1976. They have over 1 offices throughout the country.
MASON CAPITAL PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $200,538,117 assets under management, offering retirement planning & investment advisory services to 287 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107412 |
| SEC# | 801-11877 |
| Assets Managed by Firm | $200,538,117 |
| No. of Clients | 287 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 287 | $200,538,117 |
| Individuals (other than high net worth individuals) | 43 | $7,542,111 |
| High net worth individuals | 71 | $71,796,918 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,484,054 |
| Corporations or other businesses | Fewer than 5 clients | $1,872,682 |
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