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- Custodian
- Charles Schwab & Company · FNZ Trust · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Frontier delta
- Established Date
- 07-29-1976
- Office Locations
- 2
Office Locations
About Mason Capital Partners
Mason Capital Partners is a privately owned Boston-based RIA providing tailored investment management and financial planning for individuals and institutions. The team emphasizes fundamentals-driven, dividend-oriented investing and is noted for strength in preferred stocks. Mason Capital also sponsors the Fundamentals First Fund ETF (KNOW), offering in-house ETF product capability.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
ALBERT DAVID MASON
Partner, President
- CRD
- #1223381
- Ownership
- 75% or more
GREGG THOMAS PICILLO
Chief Compliance Officer, PARTNER, SENIOR VICE PRESIDENT
- CRD
- #5302060
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ELLIOT Maxwell BRUCE
Partner
- CRD
- #6354348
MARK RONALD MILLER
Portfolio Manager
- CRD
- #5823416
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,604,947 | $702,016 |
| Non-Discretionary | $0 | -- |
| Total | $210,604,947 | $702,016 |
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Separately Managed Accounts
Total SMA Asset: $150,493,017
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,578,290,272 | 18.2% |
| Public Funds | $3,650,880,244 | 42.1% |
| Cash | $1,404,851,780 | 16.2% |
| Corporate - Investment Grade | $2,037,902,274 | 23.5% |
| Total | $8,671,924,570 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS WAVE | PIONEER VALUE | BP44Q653O | LKW | 11.16% | $118,437,358 |
| DELTA NORTH INSIGHT | WAVE ALPHA | 2PEU44KDD | BHN | 12.09% | $25,721,997 |
| FOUNDATION MERIDIAN | LEGACY ATLAS | 9K7CB9C02 | LDX | 1.68% | $47,689,753 |
| EAGLE LEGACY | FUSION PIONEER | DOLJWTTVR | YJVS | 12.23% | $46,359,262 |
| RIDGE TIMBER | PRIME MOMENTUM | J2235AVIB | CZZ | 8.42% | $11,161,642 |
| BRIDGE TIMBER GLACIER | PIONEER FOUNDATION | Y6HRUMTJI | GEINT | 8.22% | $48,607,758 |
| VECTOR EMBER MATRIX | GLACIER VECTOR | BP0BU2HXW | ZVWT | 0.83% | $103,426,111 |
| BEACON UNISON QUANTUM | UNISON SUMMIT | KSLKVLV89 | MFPDP | 0.77% | $69,317,662 |