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| Sa Mason LLC
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|---|---|
| CRD # | 151440 |
| SEC # | 801-70548 |
| CIK # | 0001800911 |
| AUM | 528.7 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-355-3500 |
| Address | 170 College Avenue Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.9 | ||
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.7 | ||
| Costco Wholesale Corp /NEW | 5.0 | ||
| Palantir Technologies Inc | 3.3 | ||
| Alphabet Inc | 3.1 | ||
| SPDR Gold Trust | 2.8 | ||
| TJX Companies Inc /DE/ | 2.7 | ||
| AbbVie Inc | 2.7 | ||
| Mastercard Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 25.0 |
| (b) Individuals (high net worth individuals) | 90 | 460.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 18 | 30.1 |
| (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 | 10 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 528.7 |
| By Discretionary | ||
| Discretionary | 823 | 427.3 |
| Non-Discretionary | 58 | 101.4 |
| Total | 881 | 528.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.7 | |
| Total | 881 | 528.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800911] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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