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MASON WESTBRIDGE ASSET MANAGEMENT LLC
CRD 317589
3740 DAVINCI CT STE 430, PEACHTREE CORNERS, GA, 30092, United States
Phone
404-754-3956
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $6.5M |
| High net worth individuals | 4 | $1.0M |
| Pooled investment vehicles | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD