Boston, MA Federal St. Office
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Mason Capital Partners
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Firm-wide stats for Mason Capital Partners
About
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.
Based on Mason Capital Partners
Location
50 Federal St., 9th Floor
Boston MA 02110
Advisors at this office
3
Advisors at this office
Mark M
Series 66
Boston, MA
Mason Capital Partners
Mark Miller is a financial advisor at Mason Capital Partners in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mason Capital Partners since 2018, following five years at SagePoint Financial. In addition to his advisory role, he is a statutory agent for M.R. Miller Financial, LLC, which sells life insurance and annuities as part of a broader financial planning practice. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income. The firm employs fundamental analysis and maintains low turnover, serving retail investors, high-net-worth individuals, and institutional entities through separately managed accounts and pooled investment vehicles.
Gregg P
CFA®
Boston, MA
Mason Capital Partners
Gregg Picillo is a CFA® charterholder with 14 years of industry experience. He has been with Mason Capital Partners since 2006 and serves as the managing partner of Albert D. Mason Inc., an affiliated firm associated with Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management for individual and institutional clients, including high-net-worth individuals, corporate plans, foundations, and trusts. The firm follows an “income with growth” investment strategy, focusing primarily on common stocks with a portion allocated to fixed income, and bases its decisions on fundamental research and management meetings.
Elliot B
CFA®, Series 65
Boston, MA
Mason Capital Partners
Elliot Bruce is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and has worked at Mason Capital Partners since 2017, following a one-year tenure at Balanced Rock Investment Advisors. He is chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners advises both individual and institutional clients, providing discretionary portfolio management through separately managed accounts and a private limited partnership. The firm’s investment approach emphasizes income with growth, allocating primarily to common stocks complemented by controlled fixed-income positions, with decisions based on fundamental research and frequent company engagement.
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