MASON WESTBRIDGE ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$37.7K
Accounts
239
Employees
2
Advisory reps
3

Firm details

Headquarters
PEACHTREE CORNERS, Georgia
CRD number
317589
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals72.22%
  • Pooled Investment Vehicles16.67%
  • HNWI11.11%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mason Westbridge Asset Management LLC is organized as an LLC and is classified as a hedge fund adviser. Its client base includes both individuals/families and institutional investors. The firm provides portfolio management across multiple client types — individuals/small businesses, pooled investment vehicles, and businesses or institutions — and also engages in publishing investment commentary, market-timing services, and educational seminars or workshops. Business activities listed include roles as a commodity pool operator/commodity trading adviser (CPO/CTA) and accountant. The firm uses a mix of fee arrangements: asset-based fees, performance fees, and also hourly and fixed-fee engagements. It is not identified as an active ESG investor and does not report multistate adviser status or related-adviser relationships. Mason Westbridge is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Cash & Cash Equivalents 40%, Derivatives 5%55%
  • Exchange Traded Equities55%
  • Cash & Cash Equivalents40%
  • Derivatives5%

Owners & executives

1 of 1
  • Ana Felix Martinez

    Chief Financial OfficerCRD 7470901

Contacts

2 of 2
  • ARTURO MOLINA CASAS

    Managing PartnerCRD 6725590

  • CURTIS PARKER

    Registered Investment AdvisorCRD 6424515

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PEACHTREE CORNERS, GA

GWINNETT

Location

PEACHTREE CORNERS, GA

Headquartered in PEACHTREE CORNERS, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
GWINNETT
Address
3740 Davinci Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth