Albert D Mason is a fund manager in Boston with $213.82 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Industry
Former names
Mason Albert D
SEC CIK
IRS number
43414728
SEC advisor number
801-11877
FINRA CRD number
107412
AUM ?
$213.82 mm
(as of 30 Mar 22)
Accounts
284
(as of 30 Mar 22)
Employees
6
(4 investment advisory or research)
Address
Albert D Mason
50 FEDERAL ST., 9TH FLOOR
BOSTON
MA 02110
50 FEDERAL ST., 9TH FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 9-5
Phone
617-228-5190
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Picillo, Gregg, Thomas | Senior Vice President & Chief Compliance Officer | 04/2007 | < 5% |
Mason, Albert, David | President | 01/1999 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Mason Capital Partners | $213.82 mm | |
Compass Investment Group | $26.52 mm | Other Private Fund |
Delphi Investment Group | $67.31 mm | Other Private Fund |
Templar Investment Group | $29.40 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21