|
⚲
|
| Albert D Mason Inc
✚
|
|
|---|---|
| CRD # | 107412 |
| SEC # | 801-11877 |
| CIK # | 0001169318 |
| AUM | $210.6 M (2026-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 617-228-5190 |
| Address | 50 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.3 | ||
| KLA Tencor Corp | 5.2 | ||
| Lam Research Corp | 4.4 | ||
| Novartis AG | 3.9 | ||
| Snap-On Inc | 3.2 | ||
| Linde PLC | 3.2 | ||
| Parker Hannifin Corp | 3.2 | ||
| Pacific Airport Group | 2.9 | ||
| ITT Corp | 2.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Compass Investment Group | 2012-02-09 | 21.3 | |
| Other | Delphi Investment Group | 2012-02-09 | 56.9 | |
| Other | Templar Investment Group | 2012-02-09 | 26.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 19.1 |
| (b) Individuals (high net worth individuals) | 96 | 122.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 60.1 |
| (g) Pension and profit sharing plans | 0 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 210.6 |
| By Discretionary | ||
| Discretionary | 300 | 210.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 210.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 210.2 | |
| Total | 300 | 210.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001169318] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
WMKI Group LLC
✚
|
0.2 | |
|
Phase III Advisory Services Ltd
✚
|
IL | 0.2 |
|
Wealthcare Asset Management LLC
✚
|
MO | 0.2 |
|
KDT Advisors LLC
✚
|
NJ | 0.2 |
|
Baring Financial LLC
✚
|
WA | 0.2 |
|
Mark Gillam Enterprises
✚
|
CA | 0.2 |
|
Independence Wealth Advisors LLC
✚
|
OH | 0.2 |
|
Succession Financial Inc
✚
|
TX | 0.2 |
|
Smart Portfolios LLC
✚
|
WA | 0.2 |