| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mason Wells Buyout Fund IV, LP | Private Equity | $1.18B | $5M |
| Mason Wells Buyout Fund V, LP | Private Equity | $657.9M | $5M |
| Mw Buyout Executive Fund IV, LLC | Private Equity | $55.6M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Lincoln Holbrook | Vice President | 10-25% | 2019 |
| Deborah Figueroa | Corporate Secretary | Under 5% | 2017 |
| James S Domach | Vice President, Chief Financial Officer, Chief Compliance Officer And Assistant Secretary | 10-25% | 2001 |
Mason Wells, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
Mason Wells, Inc. manages 4 private funds with combined gross assets of $1.9 billion.
Mason Wells, Inc. reports 21 employees.
Mason Wells, Inc. is based in Milwaukee, WI and has been SEC-registered since 2014.
Mason Wells, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 411 E. Wisconsin Avenue, Suite 1280, Milwaukee, WI 53202 |
| Phone | 414-727-6400 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.93B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.93B |