Mason Wells, Inc.
Milwaukee, WI · CRD 173069
Private equity manager
Mason Wells, Inc. is an SEC-registered investment adviser based in Milwaukee, WI that reports managing 4 private funds on Form ADV, including 4 private equity funds. It reports $1.4 billion in regulatory assets under management. Its private funds hold $1.4 billion in gross assets.
- Regulatory assets under management
- $1.4 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.4 billionAll private fund types, Form ADV
- Private funds managed
- 4PE 4 · VC 0 · hedge 0
- Employees
- 22Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 173069
- Latest Form ADV
- 03/30/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Mason Wells Buyout Fund VI, LP
Milwaukee, WI
First saleSep 2026
Raised$833M
Investors68
Minimum$105K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (6)
Fund
Gross assets
Minimum
Owners
Adviser
Mason Wells Buyout Fund IV, LP
Delaware, United StatesPrivate equity fund
Gross assets$1.3B
Minimum$5.0M
Owners52
AdviserMason Wells, Inc.
Mason Wells Buyout Fund V, LP
Delaware, United StatesPrivate equity fund
Gross assets$686M
Minimum$5.0M
Owners101
AdviserMason Wells, Inc.
MW Buyout Executive Fund IV, LLC
Wisconsin, United StatesPrivate equity fund
Gross assets$62.7M
Minimum$100K
Owners69
AdviserMason Wells, Inc.
MW Buyout Executive Fund V, LLC
Wisconsin, United StatesPrivate equity fund
Gross assets$35.5M
Minimum$100K
Owners87
AdviserMason Wells, Inc.
Mason Wells Buyout Fund III, LP
Delaware, United StatesPrivate equity fund
Gross assets$24.4M
Minimum$5.0M
Owners32
AdviserMason Wells, Inc.
MW Buyout Executive Fund III, LLC
Wisconsin, United StatesPrivate equity fund
Gross assets$1.7M
Minimum$100K
Owners63
AdviserMason Wells, Inc.
As reported in the adviser's Form ADV filed Mar 25, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures