MASON CAPITAL PARTNERS

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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

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$117,842,352

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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