MASON CAPITAL PARTNERS other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/26/2024

Adviser Type:

- Large advisory firm

Number of Employees:

6

of those in investment advisory functions:

4

Registration:

SEC, Approved, 7/29/1976

AUM:

200,538,117 9.14%

of that, discretionary:

200,538,117 9.14%

Private Fund GAV:

117,842,352 10.07%

Avg Account Size:

698,739 11.05%

% High Net Worth:

52.99% -13.90%

SMA’s:

YES

Private Funds:

3

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
588M 504M 420M 336M 252M 168M 84M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

London developer pushes back on Baupost's Royal Albert Dock deal claims
06/07/2023

The dispute between London-based DPK Management and the US hedge fund, Baupost Group, centres on a deal involving the city's Royal Albert Dock.

fnlondon.com

Top 5 4th Quarter Trades of ALBERT D MASON INC
01/11/2023

Related Stocks: USAC, EURN, BBY, ERF, USPH,

gurufocus.com

ALBERT D MASON INC Buys 2, Sells 3 in 3rd Quarter
10/12/2022

Related Stocks: USAC, EURN, BBY, ERF, USPH,

gurufocus.com

Top 5 2nd Quarter Trades of ALBERT D MASON INC
07/12/2022

Related Stocks: GRMN, IEX, XYL, BPMP, INGR,

gurufocus.com

Albert D Mason Inc Buys Trulieve Cannabis Corp, Cresco Labs Inc, Commonwealth Bank of ...
10/13/2021

Related Stocks: BABA, TTE, ROSYY, TCNNF, CRLBF, CMWAY, KLAC, LRCX, CURLF, 6CQ, SHO, EDPFY, TGT,

gurufocus.com

Albert D Mason Inc Buys Community Healthcare Trust Inc, DLH Holdings Corp, Alibaba Group ...
07/14/2021

Related Stocks: GTBIF, VIAC, 6CQ, TGP, RDS.B, CHCT, DLHC, BABA, GNL, BGSF, TGT, BGK0, LTC, CBRL, DISCA, 7LV,

gurufocus.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 3 $117,842,352

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
MONTCALM TCR LLC - - - - - - 3.0m 3.0m 199.4m 1
CRESCENDO ASSET MANAGEMENT LLC - - - - - - - - 184.5m -
VIRTERA PARTNERS LLC - - - - - - 161.5m 161.5m 346.9m 5
GLL INVESTORS - - - - - - 187.2m 187.2m 188.1m 5
SYMBIOTIC CAPITAL - - - - - - 252.5m 252.5m 252.5m 2
STOCK FARM PARTNERS LLC - - - - - - 154.0m 154.0m 154.0m 3
KEMPNER CAPITAL MANAGEMENT, INC. - - - - - - 69.8m 69.8m 195.6m 1
CINTRIFUSE CAPITAL - - 12.7m - - - 160.5m 173.2m 173.2m 6
KARLOV STREET CAPITAL, LLC - - - - - - 257.2m 257.2m 257.2m 27
GMG PRIVATE COUNSEL ULC - - - - - - - - 192.6m -

Private Funds



Employees




Brochure Summary

Overview

MCP has been a Registered Investment Advisor for over three decades. As of December 31, 2023 Albert D. Mason, Inc. assets under management were $200,538,117. We manage assets for institutional and retail accounts. We offer investment advisory services for our partnerships and separately managed accounts. Our services include investment management using fundamental analysis and company research. We also apply valuation principles to identify stocks that we find attractive to buy and bonds and preferred stocks that we believe are credit worthy. We manage money basically one way, which is income with growth but we tailor our services to the individual needs of clients. Clients may request restrictions on investing in certain securities or types of securities. The sole owner of Albert D. Mason, Inc. (ADM) is Albert Mason. We think our credentials are important. General standards of education include undergraduate and a graduate degree in business management and other areas. Standards of
experience include a minimum of 5 years of experience in the investment business specifically or in business generally. Education and Business Background Albert D. Mason Year of Birth: 1934 Education: BS Economics - Wharton School of Business, MBA - Harvard Graduate School of Business Business background, preceding five years: Partner, portfolio manager, analyst - MCP Gregg Picillo, CFA Year of Birth: 1966 Education: BS Finance - Merrimack College, MBA - Suffolk University Business background, preceding five years: Partner, portfolio manager, analyst – MCP Mark R. Miller, CFA Year of Birth: 1960 Education: BA Economics - Colgate University, Business background, preceding five years: Portfolio Manager, analyst – MCP Elliot M. Bruce, CFA Year of Birth: 1992 Education: BS Mathematics, BA Economics – Commonwealth College at the University of Massachusetts, MBA – Boston College Business background, preceding five years: Partner, portfolio manager, analyst – MCP