MD Sass Investors Services Inc

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Assets, Funds, Holdings

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CAFR Data
MD Sass Investors Services Inc
CRD #110590
SEC #801-8663
CIK #922940
AUM $1.0 BB (100% Disc, 100% US)
Employees21 (48% Investors, 43% Brokers)
Phone212-730-2000
Address55 West 46th Street
New York, NY 10036
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
NRG11,740.017.1
SABR5,870.016.6
GIL7,320.014.6
NCLH12,080.014.3
LKQ8,600.014.3
CCK7,410.013.2
CMCSA177,280.012.9
CZR5,810.012.8
LEN15,700.012.7
MSFT865,660.011.9
View All
Holdings by Sector ($)
1.71.41.00.70.30.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF MD Sass Multi-Strategy Partners II LP [2013-11-21]
0.5
1.2
HF New Heights Fund LP [2009-06-01]
123.4
125.2
View All
Fund Directors # Filings # Firms 2011-2019
Bobby Liu 9 3
Philip Sivin 6 3
Hugh Lamle 5 2
Martin Sass 2 1
MD Sass Investors Services Inc 2 1
Ari Sass 2 1
Matt Dicroce 1 1
John Quartarolo 1 1
Robert Littell 1 1
Robert Hansen III 1 1
Comparable Firms State AUM ($BB)
Blairlogie Capital Management
1.1
CornerStone Advisory LLC
MD
1.1
Sweetwater Investments Inc
WA
1.1
Tukman Grossman Capital Management Inc
CA
1.0
ARS Investment Partners LLC
NY
1.0
Port Capital LLC
IL
1.0
CornerStone Capital Management LLC
MN
1.0
Boreal Capital Management LLC
FL
1.0
Geowealth Management LLC
IL
1.0
Hillswick Asset Management LLC
CT
1.0
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