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MACK & CO. PARTNERS, LP

DALLAS, TX · CRD 324218 · IAPD ↗ · mackco.com · (945) 293-6405

$549.0MRegulatory AUM
2Advisory reps
8Employees
6Clients
0Planning clients
4Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MACK & CO. PARTNERS, LP crossed $500M in regulatory AUM ($102.5M -> $549.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
42
June 2025 — MACK & CO. PARTNERS, LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — MACK & CO. PARTNERS, LP (DALLAS, TX) is newly SEC-registered with $102.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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