ALBERT D MASON INC
A69
CRD 107412·SEC 801-11877·BOSTON, MA
AUM
$210.6M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$632K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $164.6M
'21 · $190.3M
'22 · $192.2M
'23 · $213.8M
'25 · $202.0M
'26 · $210.6M
'20'26
$164.6M → $210.6M▲ +28%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
50 FEDERAL ST., 9TH FLOORBOSTON, MA 02110
Business
50 FEDERAL ST., 9TH FLOORBOSTON, MA 02110
Edgar Recent Filings
13F-HR2026-04-15 · 0001169318-26-000002
13F-HR2026-01-13 · 0001169318-26-000001