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- Custodian
- Fidelity/NFS · JP Morgan · Stifel
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-2023
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between July 23, 2025 and May 7, 2026, reported AUM increased 435.8%, from $102.5M to $549.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 18 clients, or 9 clients per representative. That equates to $30.5M in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on May 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mack & Co. Partners, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROSZELL MACK III
Chief Executive Officer, Managing Partner
- CRD
- #2386014
- Ownership
- Less than 5%
RICHARD LEWIS ZACK
Chief Compliance Officer, General Counsel
- CRD
- #2651386
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Mack & Co. Partners, LP has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.