Maseco Private Wealth

Overview

Maseco Private Wealth is an independent registered investment adviser organized as a limited liability partnership and SEC-registered since 2008. The firm serves individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and client education through publications and seminars. The firm also operates as an insurance broker and maintains relationships with other financial professionals — including trust companies, accountants, law firms, insurance companies, and pension consultants — that support its client work. Maseco identifies as neither a capital allocator nor an active ESG investor. Ownership is a mix of foreign-entity and individual stakeholders. The firm appears to favor scalable, fee-based relationships rather than sponsor/manager roles in pooled vehicles, although it lists affiliations with sponsors and GPs among its industry connections.

Assets & Accounts

Public Holdings

Investments & Alternatives