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 ($B)
3.02.41.81.20.60.02001200920172025
CIK Period
0001373130
Sector Form 13F Holdings Value ($B)
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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
Sony Corp 0.0
LKQ Corp 0.0
Quanta Services Inc 0.0
Air Products & Chemicals Inc /DE/ 0.0
Schwab Charles Corp 0.0
Torchmark Corp 0.0
Alphabet Inc 0.0
Alibaba Group Holding Ltd 0.0
Liberty Media Corp 0.0
Amerisourcebergen Corp 0.0
API Group Corp 0.0
Molson Coors Brewing Co 0.0
Gates Industrial Corp PLC 0.0
Amazon Com Inc 0.0
Microsoft Corp 0.0
Brunswick Corp 0.0
Facebook Inc 0.0
 
 
 
 
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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
✚
NY 8.3 M
MD Sass Associates Inc
✚
NY
MD Sass Investors Services Inc
✚
NY
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