MASON CAPITAL PARTNERS

Overview

Mason Capital Partners is a corporation that has been registered with the SEC since 1976 and operates as an advisor to both individual and institutional clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts. Its filings show a clear preference for publicly traded equities—particularly exchange-traded securities—and it runs at least one pooled vehicle outside the traditional mutual fund/hedge fund labels, suggesting the firm uses bespoke structures when needed. Investment activity centers on long equity exposure reported on 13F filings, coupled with privately advised fund exposure that sits outside those public filings. The firm appears to allocate the bulk of its public-facing assets into exchange-traded equities while maintaining an actively managed private fund that can be used to pursue strategies or exposures that are not captured in the 13F portfolio. Custody relationships are concentrated; the largest custodian relationship is with Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices