MACK & CO. PARTNERS, LP

CRD 324218File 801-132309

APPROVED

Retail clients

Custody

Filing as of May 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$549.0M

Above cohort median (national)

Discretionary AUM

$549.0M

Clients

25 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: FWRO
Registration date: Mar 31, 2025
Principal office: PROVIDENCE HALL AT OLD PARKLAND EAST, 4030 MAPLE AVENUE, SUITE 460, DALLAS, TX, 75219
Phone: (945) 293-6405
Website: https://mackco.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $549.0M
Discretionary AUM: $549.0M
Non-discretionary AUM: $0
Discretionary accounts: 25
Non-discretionary accounts: 0
Total accounts: 25
AUM per client: $45.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	7	$526.6M
Pooled investment vehicles	4	$22.3M
Individuals (other than high net worth individuals)	Fewer than 5	$109K

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

Other advisory activities
Selection of other advisers
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: Yes
Firm Custody Clients: Yes
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.