MASONRY CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $370.5M |
| Discretionary | $79.4M21% of AUM |
| Non-Discretionary | $291.1M |
| Client Accounts | 60 |
| Avg Account Size | $6.2M |
| Employees | 3 |
| Peak AUM | $637.4MMar 2023 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $370M | +3.3% | 16.5% | +8.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $370.5M |
| Discretionary | $79.4M |
| Employees | 3 |
| Client Accounts | 60 |
Contact & Location
Address
404 PEOPLE PLACE
CHARLOTTESVILLE VA 22911
Phone
434-202-3554
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$79M
21.4% of AUM
Non-Discretionary
$291M
78.6% of AUM
Disc. mix ▲ 5.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm