Boston, MA Congress St Office

Mason Capital Partners advises both individual and institutional clients, including high-net-worth and non‑HNW individuals as well as corporate pension and profit‑sharing plans, foundations, endowments, estates, corporations, and trust programs. The firm provides discretionary portfolio management through separately managed accounts and a private limited partnership structure it manages (the partnership includes 52 sub‑accounts).

The firm’s stated investment approach is “income with growth,” typically allocating about two‑thirds to three‑quarters of assets to common stocks and the remainder to fixed income, with controlled bond maturities (average maturity targeted between three and six years) and generally low turnover. Investment decisions are based on fundamental company research and frequent meetings with company management, with disciplined position‑size limits (generally seeking no common stock position above 5%) and private analyst notes made available to certain clients.

MCP’s operations include features that are less common among peers: it acts as adviser to a pooled vehicle and reports custody-related responsibilities that trigger an annual surprise audit under the SEC custody rule. The firm also discloses brokerage practices that rely on broker access to management (which can result in higher commissions) and a proxy policy that generally votes with management but will sell holdings if it votes in opposition.