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| MD Sass-Macquarie Financial Strategies Management Company LLC
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|---|---|
| CRD # | 124506 |
| SEC # | 801-62585 |
| CIK # | |
| AUM | $8.3 M (2026-03-31) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 212-730-2000 |
| Address | 55 West 46th Street New York, NY 10036 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | MD Sass-Macquarie Financial Strategies Investment Vehicle LLC | 2012-03-27 | 3.6 | |
| PE | MD Sass-Macquarie Financial Strategies LP | 2012-03-27 | 8.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 8.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 8.3 |
| By Discretionary | ||
| Discretionary | 2 | 8.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.3 | |
| Total | 2 | 8.3 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
MD Sass LLC
✚
|
NY | 2.1 |
|
MD Sass-Macquarie Financial Strategies Management Company LLC
✚
|
NY | 0.0 |
|
MD Sass Associates Inc
✚
|
NY | 0.0 |
|
MD Sass Investors Services Inc
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hunter Private Capital Advisors LLC
✚
|
PA | 0.0 |
|
SVOF/MM LLC
✚
|
CA | 0.0 |
|
Class VI Ventures LLC
✚
|
CO | 0.0 |
|
FWG Investment Management LLC
✚
|
FL | 0.0 |
|
Prospera Funds Inc
✚
|
SC | 0.0 |
|
Baird Venture Partners Management Company III LLC
✚
|
WI | 0.0 |
|
Forepont Capital LLC
✚
|
NY | 0.0 |
|
Whitney Holdings LLC
✚
|
CT | 0.0 |
|
Praesidian Capital Management II LLC
✚
|
OK | 0.0 |
|
Parallel49 Equity ULC
✚
|
0.0 |