Mason Wells, Inc.
● SEC registered since 2014CRD 173069SEC# 801-80473Milwaukee, WI
Ranks #2,580 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.42B
Fund GAV
$1.42B
Private funds
4
Employees
22
Accounts
4
Location
Milwaukee, WI
Mason Wells, Inc. assets under management
Mason Wells, Inc. is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2014. It reports $1.4 billion in regulatory assets under management and employs 22 people. Mason Wells, Inc. manages 4 private funds with combined gross assets of $1.4 billion, including Mason Wells Buyout Fund IV, LP. By regulatory assets, it ranks 2,580 of 6,004 private fund managers.
Mason Wells, Inc. private funds
4 funds · $1.42B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mason Wells Buyout Fund IV, LP | Private Equity | $760.7M | $5M |
| Mason Wells Buyout Fund V, LP | Private Equity | $593.2M | $5M |
| Mw Buyout Executive Fund IV, LLC | Private Equity | $36.6M | $100K |
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Join to unlock · $37/moMason Wells, Inc. owners & executives
6 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Mason Wells, Inc. manage?
Mason Wells, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Mason Wells, Inc. manage?
Mason Wells, Inc. manages 4 private funds with combined gross assets of $1.4 billion.
How many employees does Mason Wells, Inc. have?
Mason Wells, Inc. reports 22 employees.
Where is Mason Wells, Inc. located?
Mason Wells, Inc. is based in Milwaukee, WI and has been SEC-registered since 2014.
Does Mason Wells, Inc. disclose fund performance?
Mason Wells, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.42B▼ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $1.42B
Service providers
Auditor
Custodian