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| Albert D Mason Inc
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| CRD # | 107412 |
| SEC # | 801-11877 |
| CIK # | 0001169318 |
| AUM | 210.6 M (2026-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-228-5190 |
| Address | 50 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001169318 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Hubbell Inc | 2.7 | ||
| Grainger W W Inc | 2.5 | ||
| Kinder Morgan Inc | 2.4 | ||
| McDonalds Corp | 2.4 | ||
| Atmos Energy Corp | 2.3 | ||
| Tanger Factory Outlet Centers Inc | 2.2 | ||
| Plumas Bancorp | 2.2 | ||
| Wintrust Financial Corp | 2.0 | ||
| Sherwin Williams Co | 2.0 | ||
| TPG Pace Energy Holdings Corp | 2.0 | ||
| Total Sa | 1.9 | ||
| Eaton Corp Ltd | 1.8 | ||
| Pembina Pipeline Corp | 1.8 | ||
| CME Group Inc | 1.8 | ||
| Fiserv Inc | 1.8 | ||
| Automatic Data Processing Inc | 1.7 | ||
| Lincoln Electric Holdings Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Compass Investment Group | 2012-02-09 | 21.3 M | |
| Other | Delphi Investment Group | 2012-02-09 | 56.9 M | |
| Other | Templar Investment Group | 2012-02-09 | 26.6 M |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | 2549003SUSRF0D20FP36 |
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|---|---|---|
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