S.A. Mason LLC
Overview
S.A. Mason LLC is an independent investment advisory firm specializing in providing tailored investment management and financial planning services to individuals, high-net-worth individuals, and select organizations. The firm manages approximately $574 million in assets across 256 holdings as of September 30, 2025. S.A. Mason LLC employs a client-focused investment strategy, emphasizing discretionary and non-discretionary portfolio management. The firm allocates client assets across a diversified mix of equities, ETFs, and select funds, focusing on risk management, asset allocation, and long-term capital appreciation. Top holdings historically include major market ETFs and blue-chip stocks, reflecting a blend of passive and active management tailored to client objectives. S.A. Mason LLC places particular importance on matching investment solutions to each client’s risk tolerance, time horizon, and financial goals. The firm is committed to offering comprehensive wealth management and personalized investment strategies, serving approximately 720 accounts as of March 2024. S.A. Mason LLC is registered with the SEC and operates under the firm CRD# 151440 and SEC# 801-70548.
Investment Focus
- High-net-worth individuals
- Select organizations
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Frequently asked questions about S.A. Mason LLC
What sectors does S.A. Mason LLC invest in?
S.A. Mason LLC invests in Financial Services, Investment Management and Financial Planning, and is based in Michigan, United States. S.A. Mason LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does S.A. Mason LLC invest at?
S.A. Mason LLC backs companies at Early Stage, Growth and Late Stage.
Which regions does S.A. Mason LLC invest in?
S.A. Mason LLC invests across United States.
Last updated · Source: ConnectSafely investor database
