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Albert D Mason Inc

● SEC registered since 1976CRD 107412SEC# 801-11877Boston, MA
Export (members)
Ranks #5,056 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$210.6M
Fund GAV
$56.9M
Private funds
1
Employees
7
Accounts
300
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 $210.6 million in regulatory assets under management and employs 7 people. Albert D Mason Inc manages 1 private fund with combined gross assets of $56.9 million, including Delphi Investment Group. By regulatory assets, it ranks 5,056 of 6,004 private fund managers.

Albert D Mason Inc private funds

1 funds · $56.9M GAV
FundTypeGross assetsMin.
Delphi Investment GroupOther Private$56.9M$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 $210.6 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 1 private funds with combined gross assets of $56.9 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 hours9-5
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$210.6M▲ 4%
Mar '25 — $202MApr '25 — $202MMay '25 — $202MJun '25 — $202MJul '25 — $202MAug '25 — $202MSep '25 — $202MOct '25 — $202MNov '25 — $202MDec '25 — $202MJan '26 — $202MFeb '26 — $202MMar '26 — $210.6MApr '26 — $210.6MMay '26 — $210.6MJun '26 — $210.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$210.6Mregulatory AUM
Discretionary $210.6M

Service providers

Custodian