Mas Advisors Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 21
- Avg AUM / client
- $122M
- Accounts
- 295
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $694K | 0.03% |
| High net worth individuals | 15 | $40.9M | 1.6% |
| Other investment advisers | 1 | $22.2M | 0.87% |
| Insurance companies | 3 | $2.5B | 97.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ricardo Ramon Calderon | Managing Member And Managing Director | Oct 2013 (13y) | ≈ 56.25% – 100% via Mas Services Llc | |
| Diaz, Natalia, Stephanie | Director Of Administration | Jan 2023 (4y) | Less than 5% | |
| Fagerholt, Bridget, Eileen | Director Of Operations, Chief Compliance Officer (03/2024) | Jan 2023 (4y) | Less than 5% | |
| Francisco Jose Soler | Chief Investment Officer, Svp | CFA | Apr 2023 (3y) | Less than 5% |
| Robert Jordan Kelly | Registered representative | CFP | Jun 2021 (5y) | |
| Javier Rodrigo Fonseca Paricio | Registered representative | CFA | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mas Services Llc | Owner | Dec 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ricardo Ramon Calderon: 75% – 100% of Mas Services Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗