9AT: MASON CAPITAL PARTNERS

other names

MASON CAPITAL PARTNERS
ALBERT D MASON INC

Adviser Profile

As of Date	03/26/2025
ADV Location	BOSTON, MA, United States
Adviser Type - Large advisory firm
Number of Employees	7 17%
of those in investment advisory functions	4
Registration	SEC, Approved, 07/29/1976

AUM^*	201,988,017 10%
of that, discretionary	201,988,017 10%
Private Fund GAV^*	83,509,614 -29%
Avg Account Size	703,791 12%
% High Net Worth	45.78% -15%
SMA’s	Yes
Private Funds	2 1
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

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count2	GAV$83,509,614

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
Adviser MONTCALM TCR LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund834.2k	Total Private Fund GAV834.2k	AUM223.4m	#Funds1
Adviser CRESCENDO ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM184.5m	#Funds-
Adviser VIRTERA PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund30.0m	Other Fund198.4m	Total Private Fund GAV258.4m	AUM452.1m	#Funds8
Adviser GLL INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund188.9m	Total Private Fund GAV188.9m	AUM188.9m	#Funds7
Adviser SYMBIOTIC CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund839.4m	Total Private Fund GAV839.4m	AUM839.4m	#Funds9
Adviser STOCK FARM PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund136.5m	Total Private Fund GAV136.5m	AUM136.5m	#Funds3
Adviser KEMPNER CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund80.4m	Total Private Fund GAV80.4m	AUM218.3m	#Funds1
Adviser CINTRIFUSE CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund172.8m	Total Private Fund GAV177.3m	AUM177.3m	#Funds5
Adviser KARLOV STREET CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund229.8m	Total Private Fund GAV229.8m	AUM234.4m	#Funds31
Adviser GMG PRIVATE COUNSEL ULC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM192.6m	#Funds-

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

MASON CAPITAL PARTNERS

Adviser Profile

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