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| MD Sass Inc
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|
|---|---|
| CRD # | 110590 |
| SEC # | 801-8663 |
| CIK # | |
| AUM | $4.5 BB (2024-03-28) |
| Employees | 19 (47% Investors, 26% Brokers) |
| Phone | 212-730-2000 |
| Address | 55 West 46th Street New York, NY 10036 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | MD Sass Government Agency Portable Alpha LP | [2020-03-30] | 610.0 | 2,181.2 |
| HF | MD Sass Multi-Strategy Partners II LP | [2012-03-27] | 0.5 | 1.2 |
| HF | New Heights Fund LP | [2012-03-27] | 123.4 | 125.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.3 |
| (g) Pension and profit sharing plans | 21 | 0.6 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 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 | 8 | 0.1 |
| (n) Other | 2 | 0.0 |
| Total | 56 | 3.3 |
| By Discretionary | ||
| Discretionary | 56 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 56 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 56 | 3.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Bobby Liu | 18 | |||
| Philip Sivin | 9 | |||
| Hugh Lamle | 13 | |||
| Martin Sass | 7 | |||
| Jason Rapp | 3 | |||
| Ari Sass | 3 | |||
| MD Sass Investors Services Inc | 3 | |||
| Hugh Lamie | 1 | |||
| Robert Hansen III | 1 | |||
| Robert Littell | 1 | |||
| View All | ||||
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