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| Happy Holidays!! thanks for using AUM13F!! |
| Mason Wells Inc
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| CRD # | 173069 |
| SEC # | 801-80473 |
| CIK # | |
| AUM | $1.9 B (2025-03-25) |
| Employees | 21 (90% Investors, 0% Brokers) |
| Phone | 414-727-6400 |
| Address | 411 E Wisconsin Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Mason Wells Buyout Fund V LP | [2020-08-25] | 0.0 | 657.9 |
| PE | MW Buyout Executive Fund V LLC | [2020-08-25] | 0.0 | 32.5 |
| PE | MW Buyout Executive Fund IV LLC | [2016-03-21] | 0.0 | 55.6 |
| PE | Mason Wells Buyout Fund IV LP | [2015-11-16] | 0.0 | 1,181.6 |
| PE | MW Buyout Executive Fund III LLC | [2014-10-08] | 7.5 | 1.7 |
| PE | MW Buyout Executive Fund II LLC | [2014-10-08] | 0.5 | |
| PE | Mason Wells Buyout Fund III LP | [2012-02-14] | 325.0 | 24.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 1.9 |
| By Discretionary | ||
| Discretionary | 4 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 4 | 1.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Thomas Smith | 90 | |||
| John Martin | 52 | |||
| Gregory Myers | 19 | |||
| John Byrnes | 9 | |||
| Kevin Kenealey | 4 | |||
| Jay Radtke | 4 | |||
| Asim Khan | 3 | |||
| Benjamin Holbrook | 3 | |||
| James Domach | 4 | |||
| William Krugler | 2 | |||
| View All | ||||
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mason Wells Inc
✚
|
WI | 1.9 |
|
Mason Wells Buyout Partners III LLC
✚
|
WI | 0.0 |
|
Mason Wells Buyout Partners IV LLC
✚
|
WI | 0.0 |
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|---|---|---|
|
OMNI Bridgeway Management USA LLC
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|
NY | 2.0 |
|
Blue Point Capital Partners LLC
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OH | 1.9 |
|
Serve Capital Partners LLC
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TX | 1.9 |
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Long Ridge Capital Management LP
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NY | 1.9 |
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Clarion Capital Partners LLC
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|
NY | 1.9 |
|
Everside Capital Partners LLC
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|
NY | 1.9 |
|
Sandton Capital Partners LP
✚
|
NY | 1.9 |
|
Southfield Capital LP
✚
|
CT | 1.9 |
|
Formentera Partners LP
✚
|
TX | 1.9 |
|
Tyree & D'Angelo Partners Management LP
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|
IL | 1.9 |