CHASE & MD SASS PARTNERS
Total AUM
$3.6B
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1185 AVENUE OF THE AMERICAS 18TH FLOOR
NEW YORK
NY 10036
USA
NEW YORK
NY 10036
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-730-2000
Financials
Total AUM
$3.6B
Accounts
44Discretionary
$3.3B
Accounts
43Non-Discretionary
$294.3M
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
None reported
Affiliates
Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.