Mason Wells

Private Equity SEC-registered adviser

Legal name: Mason Wells, Inc.

Milwaukee, WI Website LinkedIn

AUM

$1.4B
Regulatory AUM

Private funds

4
Private Equity 4

Private fund assets

$1.4B
Gross asset value

Employees

22

Last Form D raise

May 2020
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

B
Benjamin Holbrook
Vice President
Source: SEC Form ADV
J
James Domach
Vice President, Chief Financial Officer, Chief Compliance Officer and Assistant Secretary
Source: SEC Form ADV
J
Jay Radtke
Vice President
Source: SEC Form ADV
K
Kevin Kenealey
Vice President
Source: SEC Form ADV
T
Thomas Smith
Chairman, President, and Chief Executive Officer
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Mw Buyout Executive Fund V, LLCPrivate Equity$29.7M——May 2020Cold
Mason Wells Buyout Fund V, LPPrivate Equity$593.2M——Apr 2020Cold
Mason Wells Buyout Fund IV, LPPrivate Equity$760.7M——Nov 2015Cold
Mw Buyout Executive Fund IV, LLCPrivate Equity$36.6M——Nov 2015Cold

Board seats(1)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

ADVANCED WEB TECHNOLOGIES HOLDING
OtherMilwaukee, WIDirector: Jay Radtke
$21.5M raised
Since Jun 2015
SEC Form D

Regulatory identifiers

CRD number
173069
SEC file number
801-80473

Sources