Mason Wells, Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 4
- Avg AUM / client
- $355M
- Accounts
- 4
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $1.4B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mason Wells Buyout Fund Iv, Lp | Private Equity Fund | Delaware | $1.3B | 52 |
| Mason Wells Buyout Fund V, Lp | Private Equity Fund | Delaware | $686M | 101 |
| Mw Buyout Executive Fund Iv, Llc | Private Equity Fund | Wisconsin | $62.7M | 69 |
| Mw Buyout Executive Fund V, Llc | Private Equity Fund | Wisconsin | $35.5M | 87 |
| Mason Wells Buyout Fund Iii, Lp | Private Equity Fund | Delaware | $24.4M | 32 |
| Mw Buyout Executive Fund Iii, Llc | Private Equity Fund | Wisconsin | $1.7M | 63 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Domach, James, S | Vice President, Chief Financial Officer, Chief Compliance Officer And Assistant Secretary | Dec 2001 (25y) | 5% – 10% | |
| Kenealey, Kevin, P | Vice President | Dec 2001 (25y) | 10% – 25% | |
| Smith, Thomas, Gordon | Chairman, President, And Chief Executive Officer | Jan 2016 (11y) | 50% – 75% | |
| Figueroa, Deborah | Corporate Secretary | Dec 2017 (9y) | Less than 5% | |
| Holbrook, Benjamin, Lincoln | Vice President | Dec 2019 (7y) | 5% – 10% | |
| Radtke, Jay, J | Vice President | Dec 2019 (7y) | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (6, $2.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mason Wells Buyout Fund Iv, Lp | Private Equity Fund | $1.3B | $5.0M | 52 |
| Mason Wells Buyout Fund V, Lp | Private Equity Fund | $686M | $5.0M | 101 |
| Mw Buyout Executive Fund Iv, Llc | Private Equity Fund | $62.7M | $100K | 69 |
| Mw Buyout Executive Fund V, Llc | Private Equity Fund | $35.5M | $100K | 87 |
| Mason Wells Buyout Fund Iii, Lp | Private Equity Fund | $24.4M | $5.0M | 32 |
| Mw Buyout Executive Fund Iii, Llc | Private Equity Fund | $1.7M | $100K | 63 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.98 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗