MASON WESTBRIDGE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- PEACHTREE CORNERS, Georgia
- CRD number
- 317589
- Website
- www.masonwb.com
- 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
FINTRXOverview
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
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 Equities55%
- Cash & Cash Equivalents40%
- Derivatives5%
Owners & executives
1 of 1Ana Felix Martinez
Chief Financial OfficerCRD 7470901
Contacts
2 of 2ARTURO MOLINA CASAS
Managing PartnerCRD 6725590
CURTIS PARKER
Registered Investment AdvisorCRD 6424515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
CORNERS FINANCIAL PLANNING, LLC
RIAPEACHTREE CORNERS, GA
ACTIFY INVESTOR RETIREMENTS, LLC
RIAPEACHTREE CORNERS, GA
CORE ALTERNATIVE CAPITAL, LLC
RIAPEACHTREE CORNERS, GA
RETIREMENT WEALTH MANAGEMENT, LLC
RIAPEACHTREE CORNERS, GA
AEGIS CAPITAL GROUP
RIAAtlanta, GA
ZUMA CAPITAL MANAGEMENT, LLC
RIACHAMBLEE, GA