$549.0M Total AUM
$549.0M Disc. AUM
-- 3Y CAGR
8 Employees
18 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS · JP Morgan · Stifel
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2023
- Office Locations
- 2
Office Locations
-- Dallas TX
-- NEW Hope PA
About Mack & Co. Partners, LP
Mack & Co. Partners, LP is a Dallas-based RIA with 2 offices. The firm has been operating for 2 years. Managing $549.0M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and JP Morgan.
Team overview
59 AVG AGE
$274.5M AVG AUM / ADVISOR
$30.5M AVG AUM / CLIENT
2.5 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
R
ROSZELL MACK III
Chief Executive Officer, Managing Partner
- CRD
- #2386014
- Ownership
- Less than 5%
Available
Available
Available
R
RICHARD LEWIS ZACK
Chief Compliance Officer, General Counsel
- CRD
- #2651386
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $548,980,056 | $21,959,202 |
| Non-Discretionary | $0 | -- |
| Total | $548,980,056 | $21,959,202 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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