# Mason Wells: portfolio, investments and team > Mason Wells is a private equity based in United States. 2 investments on record, latest Sept 2010. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/mason-wells (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Mason Wells Filed with the SEC to raise a fund in Oct 2026, closing $833M. Last cheque observed Sep 2010. Quiet New fund $833M, Oct 2026 Private equity Seed Series A Series B Security Therapeutics Biotechnology Cheques on record **0%** of best year **0** **cheques in 12 months**, 2 on record Since the last cheque **5873** days **00** hrs **00** min **00** sec Median round **$20M** Rounds led **0 of 2** Pitch Mason Wells ## Mason Wells highlights - 01 2 rounds on record - 02 Mostly Series A and Series B: 100% of its rounds ## What they do > Filed 3 private fund offerings with the SEC, the most recent in 2020-05 From their own website - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B Growth - **Sectors:** Security Therapeutics Biotechnology - **Based in:** Milwaukee, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **2 appearances** - **2010** 1 round - **Sept** **[OpGen](https://millionrounds.com/company/opgen)** Series B · US · opgen.com **$17M** With 4 others - **2007** 1 round - **Sept** **[OpGen](https://millionrounds.com/company/opgen)** Series A · US · opgen.com **$24M** With 4 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **11 named** AS **Asim S Khan** Executive Officer i Filing they signed BL **Benjamin Lincoln Holbrook** Executive Officer i Filing they signed DF **Deborah Figueroa** Corporate Secretary i Form ADV GJ **Gregory J Myers** Executive Officer i Filing they signed JS **James S. Domach** Vice President, Chief Financial Officer, Chief Compliance Officer and Assistant Secretary i Form ADV JJ **Jay J. Radtke** Executive Managing Director of the General Partner i Filing they signed JL **John L Martin** Executive Officer i Filing they signed JT **John T Byrnes** Executive Officer, Director i Filing they signed KP **Kevin P Kenealey** Executive Officer i Filing they signed TG **Thomas Gordon Smith** Chairman, President, and Chief Executive Officer i Form ADV WG **William G Krugler** Executive Officer i Filing they signed We also hold **29** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$1.4B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Mason Wells, Inc. - **SEC number:** CRD 173069 Funds on its Form ADV **6** private funds, **$2.1B** in gross assets · filed Mar 2024 - Mason Wells Buyout Fund IV, L.P. *Private equity* 52 investors $1.3B - Mason Wells Buyout Fund V, L.P. *Private equity* 101 investors $686M - MW Buyout Executive Fund IV, LLC *Private equity* 69 investors $63M - MW Buyout Executive Fund V, LLC *Private equity* 87 investors $36M - Mason Wells Buyout Fund III, L.P. *Private equity* 32 investors $24M - MW Buyout Executive Fund III, LLC *Private equity* 63 investors $1.7M New fund on file **$833M** raised in Oct 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Series B Median round joined **$20M** the round, not its cheque Led 0 of 2 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Sept 2010 Rounds by stage said on their site - Series A said *1* - Series B said *1* - Seed said *-* - Growth said *-* Cheques by year Led Joined 2007 2010 Often in the room with - [CHL Medical Partners](https://millionrounds.com/fund/chl-medical-partners) 2 - [Highland Capital Partners](https://millionrounds.com/fund/highland-capital-partners) 2 - [Versant Ventures](https://millionrounds.com/fund/versant-ventures) 2 **Pitching Mason Wells?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Mason Wells. A count of rooms they were both in, not a relationship either has claimed. [**CHL Medical Partners** VC firm **2** rounds together](https://millionrounds.com/fund/chl-medical-partners)[**Highland Capital Partners** VC firm **2** rounds together](https://millionrounds.com/fund/highland-capital-partners)[**Versant Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/versant-ventures) ## Quick answers about Mason Wells ### What does Mason Wells invest in? Mason Wells invests most often at Series A and Series B (100% of the rounds on record), in sectors such as Security, Therapeutics and Biotechnology. ### How active is Mason Wells? 2 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2010. ### How big are Mason Wells's cheques? The median round it joins is $20M. ### Is Mason Wells investing now? No investments in the last 12 months; the latest was in Sept 2010. ### Who does Mason Wells invest alongside? Most often CHL Medical Partners (2 rounds together), Highland Capital Partners (2 rounds together) and Versant Ventures (2 rounds together). ### What kind of investor is Mason Wells? Mason Wells is a private equity firm based in Milwaukee, United States. ### How much does Mason Wells manage? About $1.4B, as regulatory assets under management (Oct 2026). ### Has Mason Wells raised a new fund? Its latest fund filing with the SEC was in Oct 2026, reporting $833M raised. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=mason-wells) · [Is this your firm? 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