Mason Companies

EST. AUM
$15,671,432,130

CONTACTS
48

CLIENT ACCOUNTS
1,147

Firm Details

Metro area Washington, DC
CRD Number 111113
Website masoncompanies.com
Client types

Overview

Mason Companies is a $13.3B RIA/OCIO primarily based in Reston, Virginia with an additional office in San Francisco, California. Tom Pudner, Director of Research, and Andrew Gary, Research Associate, primarily make up the manager research and due diligence team. Investment manager changes are voted on by committee, which includes the broader team and includes the investment consultants. The business is split roughly 50/50 between traditional high net worth/private client and institutional. The majority of assets within Mason Companies are run through the mutual fund model programs, primarily made up of low cost, large Fund companies (American Funds, DFA, Vanguard etc etc). Alternatives exposure is generally limited to precious metals, energy, and natural resources. Manager changes are few and far between, generally 1 per year depending on the circumstances. In some instances clients will have a need for a separate account structure. Given the approach limited time and resources are devoted to sourcing and underwriting new managers unless an immediate need arises.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mason Companies

Platform Details

Investment Preferences

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