MASONRY CAPITAL MANAGEMENT, LLC

404 People Place
4th Floor
Charlottesville, Virginia 22911
Tel: 434-202-3554

About MASONRY CAPITAL MANAGEMENT, LLC

MASONRY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MASONRY CAPITAL MANAGEMENT, LLC. The firm was established in 05/07/2018. They have over 1 offices throughout the country.

MASONRY CAPITAL MANAGEMENT, LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $516,639,141 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292664
SEC#	801-113177
Assets Managed by Firm	$516,639,141
No. of Clients	59
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	59	$516,639,141
High net worth individuals	52	$51,389,822
Charitable organizations	2	$1,226,524
Corporations or other businesses	2	$2,501,318

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