{ "crd_number": 317589, "slug": "mason-westbridge-asset-management-llc-peachtree-corners-ga-317589", "primary_business_name": "MASON WESTBRIDGE ASSET MANAGEMENT LLC", "legal_name": "MASON WESTBRIDGE ASSET MANAGEMENT LLC", "dbas": [], "city": "Peachtree Corners", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2021-12-17", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-20", "carried_forward": false, "raum_total": 9000000.0, "raum_discretionary": 9000000.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": null, "count": 0 }, "charitable": { "raum": null, "count": 0 }, "individuals": { "raum": 6500000.0, "count": 142 }, "banking_thrift": { "raum": null, "count": 0 }, "state_municipal": { "raum": null, "count": 0 }, "insurance_companies": { "raum": null, "count": 0 }, "investment_companies": { "raum": null, "count": 0 }, "pension_profit_sharing": { "raum": null, "count": 0 }, "other_investment_advisers": { "raum": null, "count": 0 }, "high_net_worth_individuals": { "raum": 1000000.0, "count": 4, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 1500000.0, "count": 1 }, "corporations_other_businesses": { "raum": null, "count": 0 }, "business_development_companies": { "raum": null, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": null, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "educational_seminars", "market_timing", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA" ], "websites": [ "https://masonwb.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317589", "city_as_filed": "PEACHTREE CORNERS", "url": "https://advisorcensus.com/firm/mason-westbridge-asset-management-llc-peachtree-corners-ga-317589", "display_name": "Mason Westbridge Asset Management LLC", "summary": "Mason Westbridge Asset Management LLC is a state-registered investment advisory firm in Peachtree Corners, GA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.", "citation": "AdvisorCensus. Mason Westbridge Asset Management LLC (CRD 317589): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "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)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Publication of periodicals or newsletters", "Market timing services", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Mason Westbridge Asset Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Mason Westbridge Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; 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 Mason Westbridge Asset Management LLC located?", "a": "Mason Westbridge Asset Management LLC's principal office is in Peachtree Corners, GA, according to its Form ADV." }, { "q": "Is Mason Westbridge Asset Management LLC registered with the SEC or a state?", "a": "Mason Westbridge Asset Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317589." }, { "q": "How much does Mason Westbridge Asset Management LLC manage?", "a": "Mason Westbridge Asset Management LLC reports $9,000,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)." }, { "q": "What types of clients does Mason Westbridge Asset Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (4); pooled investment vehicles (other than investment companies and business development companies) (1)." }, { "q": "Does Mason Westbridge Asset Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317589" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/mason-westbridge-asset-management-llc-peachtree-corners-ga-317589.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 142, "fewer_than_5": false, "raum": 6500000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 4, "fewer_than_5": true, "raum": 1000000.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 1500000.0 }, { "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": null }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": null } ], "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/317589", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }