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MASONRY CAPITAL MANAGEMENT, LLC

CHARLOTTESVILLE, VA · CRD 292664 · IAPD ↗ · 434-202-3554

$370.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MASONRY CAPITAL MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — MASONRY CAPITAL MANAGEMENT, LLC now reports custody of client assets ($13.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
April 2025 — MASONRY CAPITAL MANAGEMENT, LLC reported RAUM down 31% ($516.6M -> $358.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — MASONRY CAPITAL MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.