RIA Intel›Advisers›Wisconsin›MASON WELLS BUYOUT PARTNERS III, LLC

MASON WELLS BUYOUT PARTNERS III, LLC

Advisory

N·MILWAUKEE, WI

Data as of Mar 24, 2020 · Source: SEC Form ADV

Total AUM
$184M
1-Year AUM Growth
-68.0%
3-Year CAGR
-28.1%
Employees
16
Assets Under Management
Total AUM$184M
Discretionary AUM$184M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees16
Investment Advisers18
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingFeb 14, 2012
Latest FilingMar 24, 2020
🔒 Full AUM trend chart and 11 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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