Albert D Mason Inc
- Regulatory AUM
- $211M
- Discretionary
- $211M
- Clients
- 179
- Avg AUM / client
- $1.2M
- Accounts
- 300
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $19.1M | 9.08% |
| High net worth individuals | 96 | $122M | 58.1% |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pooled investment vehicles (non-investment companies) | 2 | $60.1M | 28.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.1M | 3.38% |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 0.95% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $118M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Delphi Investment Group | Other Private Fund | Massachusetts | $66.4M | 55 |
| Templar Investment Group | Other Private Fund | Massachusetts | $26.6M | 26 |
| Compass Investment Group | Other Private Fund | Massachusetts | $24.8M | 33 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Albert David Mason | President | Jan 1999 (28y) | 75% or more | |
| Gregg Thomas Picillo | Senior Vice President & Chief Compliance Officer | CFA | Apr 2007 (19y) | Less than 5% |
| Mark Ronald Miller | Registered representative | Oct 2018 (8y) | ||
| Elliot Maxwell Bruce | Registered representative | CFA | Jan 2024 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $118M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Delphi Investment Group | Other Private Fund | $66.4M | $250K | 55 |
| Templar Investment Group | Other Private Fund | $26.6M | $250K | 26 |
| Compass Investment Group | Other Private Fund | $24.8M | $250K | 33 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $147M (70% of AUM) Mar 2026
- U.S. Securities, Intl. Corp. $8.2M (5% of AUM) Jul 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗