Mason Investments

What Mason Investments does

Mason Investments is a privately-held financial services firm headquartered in Lockport, United States, founded in 1998. According to its firmographic profile, the company operates as a financial platform with a stated focus on asset management and financial planning services for business and real estate clients. The firm employs between 11 and 50 people and is structured as a for-profit, privately-held entity.

The company's public-facing presence is minimal: its website is hosted on Google Sites (sites.google.com/view/mason-investments-llc), and attempts to retrieve additional corporate details returned only a Google Drive sign-in page with no substantive business content. No specific products, pricing schedules, technology stack, proprietary platforms, fee structures, or service tiers are documented in the available source material. The business model is implied to be advisory or fee-based financial services given the asset management and financial planning focus, but the precise revenue mechanics — whether AUM-based fees, flat advisory retainers, transaction commissions, or another structure — are not disclosed.

Due to the extreme sparsity of source data — no investor information, no funding history, no management team details, no customer or AUM disclosures, no M&A activity, and no partnership signals — the analytical record for Mason Investments is limited. The firm appears to be a small, locally-oriented advisory business with no documented expansion trajectory, technology differentiation, or recent strategic actions. Any investment-grade assessment should be treated as preliminary and contingent on obtaining primary-source disclosures from the firm itself.

Name

Mason Investments

Website

https://sites.google.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Mason Investments is a privately-held financial services firm based in Lockport, United States, founded in 1998, that focuses on asset management and financial planning services for business and real estate clients with a team of 11-50 employees.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

akta.pro secondary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Asset management
• Financial planning
• Real estate investment
• Business investment advisory
• Wealth management

Headquarters

HQ city

Lockport

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

Mason Investments is a financial services firm that delivers asset management and financial planning for clients with business and real estate interests. The firm acts as an advisor helping clients manage, plan, and structure investments across business assets and real estate holdings. Its core deliverable is fee-based advisory service rather than a packaged financial product, software, or technology platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management Services Ongoing management of investment assets for business and real estate clients, including allocation, oversight, and rebalancing across the client's portfolio. Targeted at owners/operators whose wealth sits in operating businesses and real estate.
• Financial Planning Services Financial planning engagements for clients with business and real estate interests, covering structured planning around business ownership, real estate holdings, and personal wealth. Targeted at business owners and real estate investors/operators.
• Real Estate Investment Advisory Advisory services focused on real estate investment strategy and planning for clients who own or are acquiring real estate assets. Targeted at real estate owners and investors, including those who also operate a business.
• Business Investment Advisory Advisory services centered on investing through and in businesses, supporting clients whose wealth is partly held as operating businesses. Targeted at business owners who need guidance on business-side investments.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Newmark Group: Commercial real estate advisory firm offering investment sales, debt placement, and equity capital markets services to property owners and investors — a comparable model to Mason's real estate asset management and advisory focus.
• Walker & Dunlop: Provides commercial real estate financial advisory, investment sales, and debt brokerage services to multifamily and commercial property investors, comparable in serving real-estate-focused investment planning needs.
• Marcus & Millichap: A specialized real estate investment advisory and capital markets firm that arranges debt/equity placement and investment sales across commercial real estate, directly comparable to Mason's stated focus on real estate investment advisory and financial planning.

Broad incumbents

• CBRE Group: The largest global commercial real estate services firm offering investment advisory, capital markets, valuation, and asset management; an incumbent that competes with Mason across the full real estate advisory value chain.
• Colliers International: Global professional services and investment management firm with significant real estate investment advisory and capital markets operations; competes with Mason for real estate advisory engagements but at materially greater scale and breadth.
• JLL: Global real estate services and investment management firm with dedicated capital markets and investment advisory practices, broadly comparable in service offering to Mason's real estate advisory focus.
• Kennedy Wilson: Global real estate investment company combining investment management, asset management, and real estate advisory services, comparable in combining advisory and asset management functions around real estate.

Emerging players

• Redwood Trust: Specialized real estate finance and investment firm with mortgage banking and investment management activities, comparable in its focus on real estate financial intermediation for investors.
• HFF (now part of JLL): Historically a leading commercial real estate capital markets intermediary specializing in debt placement and investment sales; representative of the boutique-to-mid-market capital advisory model Mason operates in.

Others

• Cetera Financial Group: Independent advisor-focused wealth management and financial planning platform serving small-to-mid-sized advisory firms; comparable as an ecosystem participant for an independent financial planning and asset management firm of Mason's scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

• Xx.com/masoninvestment

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mason Investments