Key facts
- MASON WELLS, INC. is a private equity firm based in MILWAUKEE, WI.
- MASON WELLS, INC. has 3 funds on record, raising $1.6B across the 3 that report a size.
Registered with the SEC
Form ADV · 2026-03 · CRD 173069- Regulatory AUM
- —
- Private fund assets
- $1.4B
- Private funds
- 4 · 4 private equity
- Staff
- 22
- Registered office
- MILWAUKEE, WI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MASON WELLS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
3 recorded- Mason Wells Buyout Fund V, LP2020$725.0M
- MASON WELLS BUYOUT FUND IV, LP2015$600.0M
- Mason Wells Buyout Fund III, LP2010$325.0M
$1.6B raised across the 3 funds that report a size