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⚲
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| Mason Wells Inc
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| |
|---|---|
| CRD # | 173069 |
| SEC # | 801-80473 |
| CIK # | |
| AUM | $2.1 BB (2024-03-25) |
| Employees | 22 (91% Investors, 0% Brokers) |
| Phone | 414-727-6400 |
| Address | 411 E Wisconsin Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Mason Wells Buyout Fund V LP | [2020-08-25] | 0.0 | 685.7 |
| PE | MW Buyout Executive Fund V LLC | [2020-08-25] | 0.0 | 35.5 |
| PE | MW Buyout Executive Fund IV LLC | [2016-03-21] | 0.0 | 62.7 |
| PE | Mason Wells Buyout Fund IV LP | [2015-11-16] | 0.0 | 1,333.4 |
| 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 ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 2.1 |
| By Discretionary | ||
| Discretionary | 6 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 6 | 2.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Thomas Smith | 84 | |||
| Gregory Myers | 19 | |||
| John Martin | 49 | |||
| John Byrnes | 8 | |||
| Kevin Kenealey | 4 | |||
| Jay Radtke | 4 | |||
| Benjamin Holbrook | 3 | |||
| Asim Khan | 3 | |||
| James Domach | 4 | |||
| William Krugler | 2 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Mason Wells Inc
✚
|
WI | 2.1 |
|
Mason Wells Buyout Partners III LLC
✚
|
WI | 0.0 |
|
Mason Wells Buyout Partners IV LLC
✚
|
WI | 0.0 |
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OR | 2.2 |
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Creation Investments Capital Management LLC
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|
Sunstone Partners Management LLC
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Saratoga Management Company LLC
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NY | 2.2 |
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Tomales Bay Capital LP
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TX | 2.2 |
|
Sandbrook Capital Management LP
✚
|
CT | 2.1 |
|
Human Capital Investment Management LLC
✚
|
CA | 2.1 |
|
Yellow Wood Partners LLC
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|
MA | 2.1 |
|
Sverica Capital Management LP
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|
MA | 2.1 |
|
Clearview Capital LP
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CT | 2.1 |