MAS Advisors is an investment advisor in Miami with $1.13 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
461138124
SEC advisor number
801-77354
FINRA CRD number
165906
AUM ?
$1.13 bn
(as of 23 May 23)
Accounts
597
(as of 23 May 23)
Employees
18
(10 investment advisory or research)
Office hours
Monday - Friday, 9-5
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fagerholt, Bridget, Eileen | Director of Operations | 01/2023 | < 5% |
Calderon, Ricardo, Ramon | Chief Compliance Officer, Managing Member and Managing Director | 12/2013 | < 5% |
Becerra, Robert | Chief Operating Officer | 02/2021 | < 5% |
Mas Services LLC | Owner | 12/2022 | > 75% |
Calderon, Ricardo, Ramon | Owner | 06/2016 | > 75% |
Soler, Francisco, Jose | Chief Investment Officer, SVP | 04/2023 | < 5% |
Diaz, Natalia, Stephanie | Director of Administration | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 May 22