Investment adviser · CRD 107412
MASON CAPITAL PARTNERS
Investment adviser filing (IA)
ALBERT D MASON INC
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $211M Form ADV · Item 5.F
- Client accounts
- 300 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $122,257,474 | 58.1% |
| Pooled investment vehicles | 2 | $60,111,930 | 28.5% |
| Individuals | 81 | $19,123,063 | 9.1% |
| Retirement plans | Fewer than 5 | $7,115,498 | 3.4% |
| Corporations & businesses | Fewer than 5 | $1,996,982 | 0.9% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2075850 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DELPHI INVESTMENT GROUPOther Private Fund · Last reported Mar 31, 2026$56.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3283106559
- Reported beneficial owners
- 43
- Minimum commitment
- $250K
Form ADV 2075850 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TEMPLAR INVESTMENT GROUPOther Private Fund · Last reported Mar 26, 2024$26.6MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1032948161
- Reported beneficial owners
- 26
- Minimum commitment
- $250K
Form ADV 1844551 · Mar 26, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMPASS INVESTMENT GROUPOther Private Fund · Last reported Mar 26, 2025$21.3MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4312046331
- Reported beneficial owners
- 28
- Minimum commitment
- $250K
Form ADV 1968903 · Mar 26, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
50 FEDERAL ST., 9TH FLOORBOSTON, MA, 02110, United States
CRD 107412
Filing source
Form ADV 2075850 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.