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| Mason Wells Inc
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|---|---|
| CRD # | 173069 |
| SEC # | 801-80473 |
| CIK # | |
| AUM | 1,420.3 M (2026-03-30) |
| Employees | 22 (91% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| PE | Mason Wells Buyout Fund V LP | [2020-08-25] | 593.2 M | |
| Offered $725,000,000 · Filed 2020-04-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining $725,000,000 · Duration One year or less · Commission $1,250,000 · Revenue Decline to Disclose | ||||
| PE | MW Buyout Executive Fund V LLC | [2020-08-25] | 29.7 M | |
| Offered $35,000,000 · Filed 2020-05-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $35,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | MW Buyout Executive Fund IV LLC | [2016-03-21] | 36.6 M | |
| Offered $30,000,000 · Filed 2015-11-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $30,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Mason Wells Buyout Fund IV LP | [2015-11-16] | 760.7 M | |
| Offered $600,000,000 · Filed 2015-11-24 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining $600,000,000 · Duration One year or less · Commission $3,000,000 · Revenue Decline to Disclose | ||||
| PE | MW Buyout Executive Fund III LLC | [2014-10-08] | 7.5 M | 1.7 M |
| Offered $20,000,000 · Filed 2010-02-26 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining $12,500,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | MW Buyout Executive Fund II LLC | [2014-10-08] | 0.5 M | |
| PE | Mason Wells Buyout Fund III LP | [2012-02-14] | 325.0 M | 24.4 M |
| Offered $500,000,000 · Filed 2010-02-26 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining $175,000,000 · Duration More than one year · Commission $5,000,000 · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1.4 |
| (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 | 1.4 |
| By Discretionary | ||
| Discretionary | 4 | 1.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 1.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.4 | |
| Total | 4 | 1.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Smith | Executive Officer | 100 | 8 | |
| John Martin | Executive Officer | 53 | 3 | |
| Gregory Myers | Executive Officer | 19 | 3 | |
| John Byrnes | Executive Officer | 10 | 2 | |
| Kevin Kenealey | Executive Officer | 4 | 2 | |
| Jay Radtke | Executive Officer | 4 | 2 | |
| Asim Khan | Executive Officer | 3 | 2 | |
| Benjamin Holbrook | Executive Officer | 3 | 2 | |
| James Domach | Executive Officer | 4 | 1 | |
| William Krugler | Executive Officer | 2 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
Mason Wells Inc
✚
|
WI | 1,420.3 M |
|
Mason Wells Buyout Partners III LLC
✚
|
WI | |
|
Mason Wells Buyout Partners IV LLC
✚
|
WI |
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