MASTERSON INVESTMENT COUNSEL

MASTERSON INVESTMENT COUNSEL is an SEC-registered investment adviser (CRD 308196). Regulatory assets under management: $5.0M.

Registration

• CRD: 308196
• Type: Registered investment adviser
• Phone: (646) 734-4717
• Latest filing: 2026-03-31
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search