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Type	Result	AUM ($B)

Mason Wells Buyout Fund III LP
Firm	Mason Wells Inc ✚
Fund #	805-6471501876
CIK #	0001484993
Sale	2010-02-25 ($500.0 M Offered, $325.0 M Sold)
Fund	Private Equity Fund
Phone	4147276400
Address	411 East Wisconsin Avenue Milwaukee, 53202
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Mason Wells Buyout Partners III LLC
Custodian	BMO Harris Bank NA
Auditor	PricewaterhouseCoopers LLP
Marketer	Forum Capital Securities LLC
Broker
Jurisdiction

Directors	2011 - 2025
Kevin Kenealey
Gregory Myers
Benjamin Holbrook
Asim Khan
Jay Radtke
Thomas Smith
John Martin
James Domach
John Byrnes
William Krugler

Comparable Firms	State	AUM ($B)
First Step Wealth Planning LLC ✚		0.0
Firethorn Partners LLC ✚		0.0
Sankota Capital LLC ✚		0.0
Ventum Advisors Corp ✚		0.0
Beagle Invest LLC ✚		0.0
MCA Cross Border Capital Inc ✚		0.0
Wrona Investment Management LLC ✚		0.0
Gunn Wealth Management LLC ✚		0.0
GFM Asset Management LLC ✚		0.0
Mount Murray Investment Inc ✚		0.0

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