Mason Capital Management: Platform Profile

Overview

Mason Capital Management is a New York hedge-fund manager founded by Ken Garschina and Mike Martino in July 2000. Current regulatory data show a compact private-fund platform with a small number of concentrated accounts.

A 2023 Morgan Stanley tender-offer document described Mason as a global event-driven hedge fund. Because Mason's current first-party website does not publish a detailed current strategy page, that label should remain source-dated rather than presented as newly published 2026 first-party language.

May fit better for

• qualified investors seeking a concentrated event-driven manager;
• allocators comfortable with special situations and corporate catalysts;
• investors able to tolerate high single-position concentration;
• institutions evaluating private pooled vehicles.

May fit less well for

• retail users seeking self-service public access;
• investors seeking a broadly diversified index-like portfolio;
• users who treat the 13F as the complete event-driven book;
• investors expecting current public fee and minimum schedules.

Mason is SEC registered

• Legal adviser: Mason Capital Management LLC
• CRD: 158797
• SEC number: 801-73255
• SEC registered investment adviser: Yes

Regulatory AUM is $2.237B

Current March 31, 2026 Form-ADV-derived data:

• Regulatory AUM: $2.237B
• Regulatory AUM as of: 2026-03-31
• Discretionary AUM: $1.728B
• Non discretionary AUM: $509.156M
• Client accounts: 5

Mason is the only Batch 86 manager with a material current non-discretionary RAUM component.

Q2 2026 13F value is $607.022M

Current SEC filing:

• Q2 2026 13F value: $607.022M
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F entry count: 9
• Q2 2026 13F top 10 concentration: 100%

A nine-line 13F can still omit credit, derivatives, private securities, shorts and other event-driven exposure.

Current leadership/founding

First-party website:

• Founded: 2000-07
• Co founder 1: Ken Garschina
• Co founder 2: Mike Martino

Current SEC beneficial-ownership filings continue to identify Kenneth Garschina and Michael Martino as managing principals.

Event-driven strategy label is source-dated

A December 2023 Morgan Stanley offer document described Mason as:

• Historical current strategy as of: 2023-12-31
• Global event driven: Yes
• Absolute return focus: Yes

Current private-fund structure

Form-ADV-derived research:

• Private fund count: 5
• Private fund gross assets: $2.0B
• Fund type: Hedge Fund

Public website is not an investment-solicitation channel

The current first-party website warns that Mason does not solicit capital or provide investment advice through social media, encrypted chat platforms or unauthorized websites.

The corporate contact form should not be described as a public fund-subscription workflow.

Assessment

Mason's current public footprint is deliberately sparse, so the review should not invent a detailed 2026 strategy taxonomy.

Use current SEC data for scale and holdings, retain the event-driven characterization as a source-dated 2023 description, and leave universal fund terms undisclosed.