# MASON WELLS, INC.

MASON WELLS, INC. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 173069
- Type: SEC-registered investment adviser
- SEC file number: 801-80473
- Location: 411 E. WISCONSIN AVENUE, MILWAUKEE, WI, 53202
- Phone: 414-727-6400
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 22
- Accounts: 4

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [JAMES S DOMACH](https://search.stillhousedata.com/person/450057) | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | MILWAUKEE, WI |
| [JAY J RADTKE](https://search.stillhousedata.com/person/630758) | VICE PRESIDENT | MILWAUKEE, WI |
| [KEVIN P KENEALEY](https://search.stillhousedata.com/person/630762) | VICE PRESIDENT | MILWAUKEE, WI |
| [Thomas Gordon Smith](https://search.stillhousedata.com/person/710929) | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | — |
| [Deborah Figueroa](https://search.stillhousedata.com/person/710930) | CORPORATE SECRETARY | — |
| [Benjamin Lincoln Holbrook](https://search.stillhousedata.com/person/710931) | VICE PRESIDENT | — |
| [BYRNES JOHN THOMAS](https://search.stillhousedata.com/person/820930) | CHAIRMAN; PRESIDENT | — |
| [SMITH THOMAS GORDON](https://search.stillhousedata.com/person/820931) | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| [MYERS GREGORY JON](https://search.stillhousedata.com/person/820932) | VICE PRESIDENT | — |
| [KENEALEY KEVIN P](https://search.stillhousedata.com/person/820933) | VICE PRESIDENT | — |
| [DOMACH JAMES S](https://search.stillhousedata.com/person/820934) | CHIEF FINANCIAL OFFIER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY; VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | — |
| [RADTKE JAY J](https://search.stillhousedata.com/person/820937) | VICE PRESIDENT | — |
| [VAUGHN JOANNE](https://search.stillhousedata.com/person/824633) | CORPORATE SECRETARY | — |
| [GEHL WILLIAM DANIEL](https://search.stillhousedata.com/person/824634) | DIRECTOR | — |
| [FIGUEROA DEBORAH](https://search.stillhousedata.com/person/851060) | CORPORATE SECRETARY | — |
| [HOLBROOK BENJAMIN LINCOLN](https://search.stillhousedata.com/person/858197) | VICE PRESIDENT | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MASON WELLS BUYOUT FUND IV, LP | Private Equity Fund | Delaware | 52 | $760.7M | $5.0M |
| MASON WELLS BUYOUT FUND V, LP | Private Equity Fund | Delaware | 101 | $593.2M | $5.0M |
| MW BUYOUT EXECUTIVE FUND IV, LLC | Private Equity Fund | Wisconsin | 69 | $36.6M | $100K |
| MW BUYOUT EXECUTIVE FUND V, LLC | Private Equity Fund | Wisconsin | 87 | $29.7M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173069/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173069/similar
- Related entities: https://search.stillhousedata.com/firm/173069/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173069

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.