Tech stack
No one at Masonry Capital Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Masonry Capital Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
F
Fhn Financial Securities Corp.
Per Form ADV · $421M held · filed Apr 2024
V
Vnb Trust & Estate Services
Per Form ADV · $49M held · filed Apr 2024
Schwab
Per Form ADV · $39M held · filed Apr 2024
Interactive Brokers
Per Form ADV · $8M held · filed Apr 2024
Portfolio Management
