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Building 2MASONRY CAPITAL MANAGEMENT, LLC

Map pinCHARLOTTESVILLE, VA
Phone434-202-3554
NotebookSEC #801-113177
Total AUM
$370.5M
Employees
3
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 PEOPLE PLACE
4TH FLOOR
CHARLOTTESVILLE
VA 22911
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
434-202-3554

ReceiptFinancials

Total AUM
$370.5M
Accounts
60
Discretionary
$79.4M
Accounts
58
Non-Discretionary
$291.1M
Accounts
2

ContactClients

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HNW Individual Clients
48
AUM
$61.9M
Banking Clients
2
AUM
$291.1M
Pooled Vehicle Clients
1
AUM
$13.8M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
2
AUM
$2.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUBADVISER SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
LANYTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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