Updated:Jun 3, 2026

Masterson Investment Counsel

Masterson Investment Counsel is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1...

Masterson Investment Counsel

Masterson Investment Counsel is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Who runs investment decisions at Masterson Investment Counsel?

Masterson Investment Counsel does not publicly name its investment committee or key decision-makers. The firm is an RIA, so investment decisions are typically made by a designated portfolio manager or advisory team.

Is Masterson Investment Counsel a single family office or a multi-family office?

Masterson is structured as a registered investment advisor, not a family office. It provides discretionary investment management to multiple clients, including family offices, foundations, and high-net-worth individuals.

What investment stages does Masterson typically target?

As an RIA, Masterson likely employs a multi-asset strategy across public markets. Specific stage preferences (e.g., growth equity, venture capital) are not disclosed.

Does Masterson participate in fund commitments or only direct deals?

Given its RIA status, Masterson probably uses a mix of mutual funds, ETFs, separate accounts, and possibly alternative investments. Direct deal participation is unconfirmed.

Which sectors does Masterson explicitly avoid?

Masterson has not published any sector exclusions. Its investment universe is not documented.

Where does the underlying wealth come from at Masterson's clients?

Masterson's clients include family offices, foundations, and HNWIs, but the specific wealth origin is not disclosed by the firm.

Does Masterson maintain philanthropic structures, and how are they separated?

Masterson does not operate a separate philanthropic arm. Client foundations may receive separate advisory services, but no structure is publicly known.

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