MD Sass Associates Inc

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MD Sass Associates Inc
CRD #110596
SEC #801-8670
CIK #0001373130
AUM
Employees 20 (45% Investors, 25% Brokers)
Fees
Minimum
Phone212-730-2000
Address55 West 46th Street
New York, NY 10036
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Value ($B)
Crown Holdings Inc 0.0
Walker & Dunlop Inc 0.0
United Technologies Corp /DE/ 0.0
Axalta Coating Systems Ltd 0.0
East West Bancorp Inc 0.0
NRG Energy Inc 0.0
Biovail Corp 0.0
Rocky Holding Inc 0.0
CACI International Inc /DE/ 0.0
Mohawk Industries Inc 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 17 0.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 17 0.3
By Discretionary
Discretionary 17 0.3
Non-Discretionary 0 0.0
Total 17 0.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.3
Total 17 0.3
EDGAR Form CIK 2011 - 2026
13F-NT [0001373130]
Firm Profile (Form ADV)
Discretionary AUM$2.4B
ServesInstitutional
LEINOT YET AVAILABLE.
Related Firms State AUM
MD Sass LLC
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MD Sass-Macquarie Financial Strategies Management Company LLC
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MD Sass Associates Inc
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MD Sass Investors Services Inc
NY
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