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MASONRY CAPITAL MANAGEMENT, LLC

CRD 292664File 801-113177
APPROVED
Retail clients
Custody
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$370.5M
Below cohort median (national)
Discretionary AUM
$79.4M
Non-discretionary $291.1M
Clients
54
60 accounts
Employees
3
Below cohort median in VA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
May 7, 2018
Principal office
404 PEOPLE PLACE, 4TH FLOOR, CHARLOTTESVILLE, VA, 22911
Phone
434-202-3554

Assets & accounts

ADV Item 5F
Total regulatory AUM
$370.5M
Discretionary AUM
$79.4M
Non-discretionary AUM
$291.1M
Discretionary accounts
58
Non-discretionary accounts
2
Total accounts
60
AUM per client
$6.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$2.4M
Charitable organizationsFewer than 5$1.4M
High net worth individuals48$61.9M
Pooled investment vehicles1$13.8M
Banking or thrift institutionsFewer than 5$291.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.