Adviser Profile
| As of Date | 04/02/2025 |
| Registration status | Registration Changed to MACK & CO. PARTNERS, LP |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 102,452,560 |
| of that, discretionary | 102,452,560 100% |
| Number of Employees | 8 167% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,880,966 |
| % High Net Worth | 46.15% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WEAVER AND TIDWELL L.L.P. | Filing Date10/27/2025 | Form ADV-E View Report |