AdvisorCensus / Financial advisors / Mason Investments Limited
Mason Investments Limited
Filed as MASON INVESTMENTS LIMITED
Mason Investments Limited is an SEC-registered investment advisory firm in Hong Kong, China, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Mason Investments Limited compensated?
On its Form ADV (Item 5.E, October 2026), Mason Investments Limited reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Mason Investments Limited located?
Mason Investments Limited's principal office is in Hong Kong, China, according to its Form ADV.
Is Mason Investments Limited registered with the SEC or a state?
Mason Investments Limited is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167670.
How have Mason Investments Limited's assets and staff changed since 2021?
In the Form ADV data for Mason Investments Limited: Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Mason Investments Limited 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/167670
Does Mason Investments Limited state an account minimum?
Its Form ADV Part 2A brochure dated April 1, 2026 says: "Mason Investments Limited requires a minimum of $500,000 in order to open an account."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000
The brochure's wording
Mason Investments Limited requires a minimum of $500,000 in order to open an account.
As stated in the firm's Form ADV Part 2A brochure dated April 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 1. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | April 1, 2026 |
| October 2025 | Not reported | 1 | March 14, 2025 |
| October 2024 | Not reported | 1 | February 2, 2024 |
| October 2023 | Not reported | 1 | March 28, 2023 |
| October 2022 | Not reported | 1 | March 17, 2022 |
| October 2021 | Not reported | 1 | March 29, 2021 |
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mason Investments Limited (CRD 167670): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mason-investments-limited-hong-kong-167670