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Building 2CHASE & MD SASS PARTNERS

Map pinNEW YORK, NY
Phone212-730-2000
NotebookSEC #801-49481
Total AUM
$3.6B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1185 AVENUE OF THE AMERICAS 18TH FLOOR
NEW YORK
NY 10036
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-730-2000

ReceiptFinancials

Total AUM
$3.6B
Accounts
44
Discretionary
$3.3B
Accounts
43
Non-Discretionary
$294.3M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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