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| MD Sass LLC
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|---|---|
| CRD # | 167331 |
| SEC # | 801-78002 |
| CIK # | |
| AUM | |
| Employees | 16 (31% Investors, 44% Brokers) |
| Phone | 212-730-2000 |
| Address | 55 West 46th Street New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 41.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 2 | 45.6 |
| By Discretionary | ||
| Discretionary | 2 | 45.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 45.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.6 | |
| Total | 2 | 45.6 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
MD Sass-Macquarie Financial Strategies Management Company LLC
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|
NY | 0.0 |
|
MD Sass Associates Inc
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|
NY | 0.0 |
|
MD Sass Investors Services Inc
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|
NY | 0.0 |
|
MD Sass LLC
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|
NY | 0.0 |