# Mason Capital Partners

> Mason Capital Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 1976, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 107412
- Filed as: MASON CAPITAL PARTNERS
- Legal name: Albert D Mason Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107412
- AdvisorCensus page: https://advisorcensus.com/firm/mason-capital-partners-boston-ma-107412

## Quick answers

**How is Mason Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Mason Capital Partners reports these compensation arrangements: a percentage of assets under its management.

**How much does Mason Capital Partners charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mason Capital Partners located?**
Mason Capital Partners' principal office is in Boston, MA, according to its Form ADV.

**Is Mason Capital Partners registered with the SEC or a state?**
Mason Capital Partners is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 107412.

**How much does Mason Capital Partners manage?**
Mason Capital Partners reports $210,604,947 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Mason Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Mason Capital Partners: Regulatory assets under management: $192,226,032 in the October 2021 data and $210,604,947 in the October 2026 data, up 10%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mason Capital Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (96); individuals (other than high net worth individuals) (81); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Mason Capital Partners use?**
Mason Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mason Capital Partners 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/107412

**What changed in Mason Capital Partners' recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in MD, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% of assets a year

> The fees are generally charged at a rate of 1% (100 bps) per annum with some exceptions. The fee is typically charged quarterly in arrears based on the asset value at quarter end.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $210,604,947
- Discretionary: $210,604,947
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $19,123,063 |
| High net worth individuals | 96 | $122,257,474 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $60,111,930 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,115,498 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,996,982 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1976 (50 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MA, ME, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fundamentalsfirstfund.com
- mason-capital.com
- Facebook @mason.capital.1
- Instagram @know.etf
- LinkedIn @mason-capital-partners-boston
- YouTube @MasonCapitalPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,226,032 | 6 | March 24, 2021 |
| October 2022 | $213,823,180 | 6 | March 30, 2022 |
| October 2023 | $183,735,886 | 6 | March 22, 2023 |
| October 2024 | $200,538,117 | 6 | March 26, 2024 |
| October 2025 | $201,988,017 | 7 | March 26, 2025 |
| October 2026 | $210,604,947 | 7 | March 31, 2026 |

Regulatory assets under management: $192,226,032 in the October 2021 data and $210,604,947 in the October 2026 data, up 10%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in MD, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mason Capital Partners (CRD 107412): Form ADV filing data as of October 2026.