M.D. SASS, LLC
Total AUM
$2.1B
Employees
19Clients
83Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
55 WEST 46TH STREET
SUITE 2801
NEW YORK
NY 10036
United States
SUITE 2801
NEW YORK
NY 10036
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-730-2000
Financials
Total AUM
$2.1B
Accounts
83Discretionary
$2.1B
Accounts
83Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
44AUM
$369.9M
Investment Company Clients
2AUM
$54.5M
Pooled Vehicle Clients
3AUM
$242.9M
Pension/Profit Sharing Plan Clients
20AUM
$1B
Charitable Organization Clients
4AUM
$79.8M
Investment Advisor Clients
1AUM
$75.3M
Corporation or Business Clients
7AUM
$179.5M
Other Clients
2AUM
$17.2M
Description of Other Clients
ENDOWMENT
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
MINYTX
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.