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Roszell Mack

Investment adviser representative at Mack & Co. Partners, LP
17 yearsExperience
1 stateRegistered in
$549MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Mg Manager LLCJun 2026 to now
  2. M&co. Securities LLCJun 2024 to now
  3. Mack & Co. Partners, LPAug 2022 to now
  4. Mack & Co., LLCMar 2009 to now
  5. Weild Capital, LLCAug 2011 to Mar 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1994
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (TX).

Mack & Co. Partners, LP

$549MAssets managed
12Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2386014
Firm CRD
324218
Advisor's SEC record (opens in a new tab)
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