Roszell Mack

Employer firm

Mack & Co. Partners, LP CRD 324218

$549M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Weild Capital, Llc
  Dallas, TX
• 03/2009 → Present
  Mack & Co., Llc
  Dallas, TX
• 08/2022 → Present
  Mack & Co. Partners, Lp
  Dallas, TX
• 06/2024 → Present
  M&Co. Securities Llc
  Dallas, TX

Previous Registrations

• 2010-07-15 → 2010-09-29
  Edge Advisors, Llc
  Atlanta, GA

Other Businesses

1) 10/2022; Mack & Co. Partners, LP; Dallas, TX; CEO and Managing Partner; 150 hours per month during securities trading hours; Mack & Co Partners, LP is an investment adviser registered with the Texas State Securities Board. Please see the advisory Firm's Form ADV for more information about its address, the nature of its business, its owners and its services at http://www.adviserinfor.sec.gov/IAPD. Investment Related. 2) 03/2009; Mack & Co., LLC; New York, NY; CEO and Managing Member; up to 40 hours per month during securities trading hours; Mack & Co., LLC provides strategic advisory solutions to the family office and institutions and acts as a solicitor. Investment Related. 3) 05/2021; Mack & Co. GP LLC; Dallas, TX; Sole Member; up to 40 hours per month during securities trading hours; Mack & Co. GP LLC is the sponsor and general partner of special purpose investment entities. Investment Related. 4) 01/2022; Sanara MedTech Inc. (NASDAQ Symbol: SMTI); Fort Worth, TX; Member of the Board of Directors; 4 to 6 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-08
• S65 Uniform Investment Adviser Law Examination
  1994-08-23
• S63 Uniform Securities Agent State Law Examination
  1993-09-07

Other Names

• Rozell Mack
• Roszell Mack