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Albert D Mason Inc

● SEC registered since 1976CRD 107412SEC# 801-11877Boston, MA
Export (members)
Ranks #4,787 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$202M
Fund GAV
$83.5M
Private funds
2
Employees
7
Accounts
287
Location
Boston, MA

Albert D Mason Inc assets under management

Albert D Mason Inc is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1976. It reports $202 million in regulatory assets under management and employs 7 people. Albert D Mason Inc manages 2 private funds with combined gross assets of $83.5 million, including Delphi Investment Group. By regulatory assets, it ranks 4,787 of 5,911 private fund managers.

Albert D Mason Inc private funds

2 funds · $83.5M GAV
FundTypeGross assetsMin.
Delphi Investment GroupOther Private$62.2M$250K
Compass Investment GroupOther Private$21.3M$250K

Albert D Mason Inc owners & executives

2 reported
NameTitleOwnershipSince
Albert David Mason ControlPresidentOver 75%1999
Gregg Thomas Picillo ControlSenior Vice President & Chief Compliance OfficerUnder 5%2007

Frequently asked questions

How much does Albert D Mason Inc manage?

Albert D Mason Inc reports $202 million in regulatory assets under management on its Form ADV.

How many private funds does Albert D Mason Inc manage?

Albert D Mason Inc manages 2 private funds with combined gross assets of $83.5 million.

How many employees does Albert D Mason Inc have?

Albert D Mason Inc reports 7 employees.

Where is Albert D Mason Inc located?

Albert D Mason Inc is based in Boston, MA and has been SEC-registered since 1976.

Does Albert D Mason Inc disclose fund performance?

Albert D Mason Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Federal St., 9th Floor, Boston, MA 02110
Phone617-228-5190
Fax617-507-5911
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202M
Non-discretionary$0
Total (RAUM)$202M

Service providers

Custodian