DFX Intelligence
Data Factory
Reading the graph
Reading the graph
ALBERT D MASON INC, CRD 107412
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALBERT DAVID MASON | n/a | BOSTON, MA | 14 | 55 | 1 | no |
| GREGG THOMAS PICILLO | Chartered Financial Analyst | BOSTON, MA | 14 | 20 | 1 | no |
| MARK RONALD MILLER | n/a | BOSTON, MA | 7 | 15 | 2 | no |
| ELLIOT Maxwell BRUCE | Chartered Financial Analyst | BOSTON, MA | 2 | 10 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| DELPHI INVESTMENT GROUP | Other Private Fund | $66.4M | Mar 26, 2024 | 55 | Feb 9, 2012 | reported | n/a |
| TEMPLAR INVESTMENT GROUP | Other Private Fund | $26.6M | Mar 26, 2024 | 26 | Feb 9, 2012 | reported | n/a |
| COMPASS INVESTMENT GROUP | Other Private Fund | $24.8M | Mar 26, 2024 | 33 | Feb 9, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MASON, ALBERT, DAVID | President | E | yes | 01/1999 | Aug 17, 2012 | Mar 26, 2024 |
| PICILLO, GREGG, THOMAS | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | Na | yes | 04/2007 | Feb 9, 2012 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $211M | $211M | 7 | 4 | 0 | 1 | n/a |
| 2024 | Mar 26, 2025 | $202M | $202M | 7 | 4 | 0 | 2 | n/a |
| 2023 | Mar 26, 2024 | $201M | $201M | 6 | 4 | 0 | 3 | $118M |
| 2022 | Mar 22, 2023 | $184M | $184M | 6 | 4 | 0 | 3 | $107M |
| 2021 | Mar 30, 2022 | $214M | $214M | 6 | 4 | 0 | 3 | $123M |
| 2020 | Mar 24, 2021 | $192M | $192M | 6 | 4 | 0 | 3 | $112M |
| 2019 | Mar 18, 2020 | $190M | $190M | 6 | 4 | 0 | 3 | $115M |
| 2018 | Mar 13, 2019 | $165M | $165M | 7 | 5 | 0 | 3 | $105M |
| 2017 | Mar 29, 2018 | $171M | $171M | 7 | 5 | 0 | 3 | $119M |
| 2016 | Mar 28, 2017 | $156M | $156M | 6 | 3 | n/a | 3 | $108M |
| 2015 | Mar 30, 2016 | $218M | $218M | 4 | 2 | n/a | 3 | $107M |
| 2014 | Mar 24, 2015 | $588M | $588M | 8 | 6 | n/a | 3 | $194M |
| 2013 | Mar 4, 2014 | $398M | $398M | 8 | 6 | n/a | 3 | $214M |
| 2012 | Mar 14, 2013 | $515M | $515M | 7 | 5 | n/a | 3 | $191M |
| 2011 | Feb 9, 2012 | $476M | $476M | n/a | n/a | n/a | 3 | $181M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $211M | $202M | 4.3% | $184M | 4.7% | 7 | 7 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| GRACE CAPITAL | 2 | Jan 25, 2016 | Sep 6, 2012 | BOSTON, MA | Team lift out | Other | 50.0% |