Mack & Co Partners, LP
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 324218
- Registered since
- March 31, 2025
- Website
- mackco.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI95.92%
- Pooled Investment Vehicles4.06%
- Individuals0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Mack & Co Partners, LP is organized as a limited partnership and operates primarily as a private equity fund manager. The firm registered with the SEC in 2025 and serves both individual/family clients and institutional investors. Its advisory work includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Regulatory and business roles tied to the firm’s activities include acting as a general partner, sponsor, and managing member of pooled investment vehicles, and it has connections with broker‑dealer activity. Fee arrangements are mixed: percentage-of-AUM, fixed fees, and performance‑based fees are all used. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Private Funds15%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Richard Zack
Chief Compliance Officer & General CounselCRD 2651386
Roszell Mack
Founder, CEO and Managing PartnerCRD 2386014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- At Old Parkland East Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Newstone Capital Partners, LLC
RIADallas, TX
Suntx Capital Management Corp.
RIADallas, TX
Digital Ascension Group - Wealth
RIADallas, TX
Aecom-Canyon Partners Real Estate Fund Advisors LLC
RIADallas, TX
BP Capital Energy Advisors, LLC
RIADallas, TX
Sequel Holdings, L.P.
RIADallas, TX