{
  "crd_number": 324218,
  "slug": "mack-and-co-partners-lp-dallas-tx-324218",
  "primary_business_name": "MACK & CO. PARTNERS, LP",
  "legal_name": "MACK & CO. PARTNERS, LP",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-31",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 548980056.0,
  "raum_discretionary": 548980056.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 109427.0,
      "count": 1,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 526567643.0,
      "count": 7
    },
    "pooled_investment_vehicles": {
      "raum": 22302986.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "TX"
  ],
  "websites": [
    "https://mackco.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324218",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/mack-and-co-partners-lp-dallas-tx-324218",
  "display_name": "Mack & Co. Partners, LP",
  "summary": "Mack & Co. Partners, LP is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. Mack & Co. Partners, LP (CRD 324218): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Mack & Co. Partners, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mack & Co. Partners, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Mack & Co. Partners, LP located?",
      "a": "Mack & Co. Partners, LP's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Mack & Co. Partners, LP registered with the SEC or a state?",
      "a": "Mack & Co. Partners, LP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324218."
    },
    {
      "q": "How much does Mack & Co. Partners, LP manage?",
      "a": "Mack & Co. Partners, LP reports $548,980,056 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mack & Co. Partners, LP's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Mack & Co. Partners, LP: Regulatory assets under management: $102,452,560 in the October 2025 data and $548,980,056 in the October 2026 data, up 436%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mack & Co. Partners, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (4); individuals (other than high net worth individuals) (1)."
    },
    {
      "q": "Which custodians does Mack & Co. Partners, LP use?",
      "a": "Mack & Co. Partners, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mack & Co. Partners, LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324218"
    },
    {
      "q": "What changed in Mack & Co. Partners, LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $102,452,560 to $548,980,056 (+436%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 102452560.0,
      "total_employees": 8,
      "filing_date": "2025-07-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 548980056.0,
      "total_employees": 8,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $102,452,560 to $548,980,056 (+436%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mack-and-co-partners-lp-dallas-tx-324218.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 109427.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 526567643.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 22302986.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324218",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}