Mason Wells, INC.

Fee-Only (% of Portfolio)

Mason Wells is a private investment management firm that provides administrative and management services to affiliated private funds. These funds are private equity funds that seek to complete buyout transactions of middle market companies. Mason Wells provides essential administrative, back-office, and business continuity services to the Relying Advisers.

Assets Under Management$1.9B
Clients4
AdvisorsN/A
Avg. per Client$480M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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