Mason Capital Partners
Answer a few questions and
get matched with an advisor.
Learn more about Mason Capital Partners
Overview
Mason Capital Partners is an advisory company that has its headquarters in Boston, Massachusetts. The firm administers $183.7 million in total assets throughout 292 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Mason Capital Partners is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like bonds, options and equities.
Mason Capital Partners oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without needing the client's approval. The investment advisory firm supervises roughly $629,232 for every account. The typical advisor at Mason Capital Partners manages about 73 client accounts, making it about average in terms of personalization.
The firm's main office is located at 50 Federal St., Boston, Massachusetts 2110. Mason Capital Partners is legally permitted to serve investors throughout a few states, including California, Florida, Maine, Maryland, Massachusetts, New Jersey, New York and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mason Capital Partners by the Numbers
$183.7 million
6
292
$629.2 thousand
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors and pooled investment vehicles. Out of its 292 clients, Mason Capital Partners's biggest client by number of accounts is high net worth investors, but it also caters to 72 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 61.54%
- Other Individuals - 35.9%
- Corporations - 2.56%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Mason Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Mason Capital Partners
Boston, MA
Boston, MA
Boston, MA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.