# Mack & Co. Partners, LP

> 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.

- CRD: 324218
- Filed as: MACK & CO. PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324218
- AdvisorCensus page: https://advisorcensus.com/firm/mack-and-co-partners-lp-dallas-tx-324218

## Quick answers

**How is Mack & Co. Partners, LP compensated?**
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.

**Where is Mack & Co. Partners, LP located?**
Mack & Co. Partners, LP's principal office is in Dallas, TX, according to its Form ADV.

**Is Mack & Co. Partners, LP registered with the SEC or a state?**
Mack & Co. Partners, LP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324218.

**How much does Mack & Co. Partners, LP manage?**
Mack & Co. Partners, LP reports $548,980,056 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have Mack & Co. Partners, LP's assets and staff changed since 2025?**
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.

**What types of clients does Mack & Co. Partners, LP serve?**
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).

**Which custodians does Mack & Co. Partners, LP use?**
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.

**Does Mack & Co. Partners, LP report any disciplinary disclosures?**
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

**What changed in Mack & Co. Partners, LP's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $548,980,056
- Discretionary: $548,980,056
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $109,427 |
| High net worth individuals | 7 | $526,567,643 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $22,302,986 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mackco.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,452,560 | 8 | July 23, 2025 |
| October 2026 | $548,980,056 | 8 | May 7, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $102,452,560 to $548,980,056 (+436%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mack & Co. Partners, LP (CRD 324218): Form ADV filing data as of October 2026.