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| Happy Holidays!! thanks for using AUM13F!! |
| Masonry Capital Management LLC
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| CRD # | 292664 |
| SEC # | 801-113177 |
| CIK # | |
| AUM | $358.8 M (2025-07-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 434-202-3554 |
| Address | 404 People Place Charlottesville, VA 22911 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Masonry Partners Fund LP | 2018-04-06 | 10.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 49 | 44.8 |
| (c) Banking or thrift institutions | 2 | 300.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 10.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 358.8 |
| By Discretionary | ||
| Discretionary | 54 | 58.6 |
| Non-Discretionary | 2 | 300.1 |
| Total | 56 | 358.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.8 | |
| Total | 56 | 358.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PhiloSmith Capital Corporation
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|
CT | 0.4 |
|
White Pine Capital LLC
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|
MN | 0.4 |
|
Gordian Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Roanoke Asset Management Corp
✚
|
NJ | 0.4 |
|
Miller Value Partners LLC
✚
|
FL | 0.4 |
|
Investment Research Partners LLC
✚
|
PA | 0.4 |
|
Blue Square Asset Management LLC
✚
|
NY | 0.4 |
|
Goldberg Advisers LLC
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|
CA | 0.4 |
|
Night Squared LP
✚
|
NY | 0.4 |
|
Bluestone Capital Management LLC
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|
PA | 0.4 |