The MASECO GROUP is a privately held investment adviser that advises $206.97mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MASECO GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 18.19% over the last 5-years.
The Group has been registered with the SEC for 16.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at TODISTRASSE 48, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $206.97mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 16 other accounts. Assets of Corporations or Other Businesses clients own $85.14mn or 41.14% of Total Assets and Individuals own $58.37mn or 28.2% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Corporations or Other Businesses and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
MASECO GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.