MASON WELLS, INC.

MASON WELLS, INC. of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 173069). Regulatory assets under management: $1.4B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (16)

NameRoleLocation
JAMES S DOMACHVICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARYMILWAUKEE, WI
JAY J RADTKEVICE PRESIDENTMILWAUKEE, WI
KEVIN P KENEALEYVICE PRESIDENTMILWAUKEE, WI
Thomas Gordon SmithCHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER—
Deborah FigueroaCORPORATE SECRETARY—
Benjamin Lincoln HolbrookVICE PRESIDENT—
BYRNES JOHN THOMASCHAIRMAN; PRESIDENT—
SMITH THOMAS GORDONCHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER—
MYERS GREGORY JONVICE PRESIDENT—
KENEALEY KEVIN PVICE PRESIDENT—
DOMACH JAMES SCHIEF FINANCIAL OFFIER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY; VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY—
RADTKE JAY JVICE PRESIDENT—
VAUGHN JOANNECORPORATE SECRETARY—
GEHL WILLIAM DANIELDIRECTOR—
FIGUEROA DEBORAHCORPORATE SECRETARY—
HOLBROOK BENJAMIN LINCOLNVICE PRESIDENT—

Private funds (4)

FundTypeFormedOwnersGross asset valueMin investment
MASON WELLS BUYOUT FUND IV, LPPrivate Equity FundDelaware52$760.7M$5.0M
MASON WELLS BUYOUT FUND V, LPPrivate Equity FundDelaware101$593.2M$5.0M
MW BUYOUT EXECUTIVE FUND IV, LLCPrivate Equity FundWisconsin69$36.6M$100K
MW BUYOUT EXECUTIVE FUND V, LLCPrivate Equity FundWisconsin87$29.7M$100K

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