Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 03/31/2025
Other registrations (2)
Former registrations

MACK & CO. PARTNERS, LP

ADV Location DALLAS, TX, United States
Contact Info (94 xxxxxxx
Websites
AUM* 548,980,056 436%
of that, discretionary 548,980,056 436%
Number of Employees 8
of those in investment advisory functions 2 -33%
Private Fund GAV* 22,302,986 -61%
Avg Account Size 21,959,202 179%
% High Net Worth 58.33% 26%
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- 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

549M 471M 392M 314M 235M 157M 78M
2025 2026
Discretionary
Non-discretionary

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

Private Funds Structure

Count GAV
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