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Building 2M.D. SASS, LLC

Map pinNEW YORK, NY
Phone212-730-2000
NotebookSEC #801-8663
Total AUM
$2.1B
Employees
19
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 WEST 46TH STREET
SUITE 2801
NEW YORK
NY 10036
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-730-2000

ReceiptFinancials

Total AUM
$2.1B
Accounts
83
Discretionary
$2.1B
Accounts
83
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
44
AUM
$369.9M
Investment Company Clients
2
AUM
$54.5M
Pooled Vehicle Clients
3
AUM
$242.9M
Pension/Profit Sharing Plan Clients
20
AUM
$1B
Charitable Organization Clients
4
AUM
$79.8M
Investment Advisor Clients
1
AUM
$75.3M
Corporation or Business Clients
7
AUM
$179.5M
Other Clients
2
AUM
$17.2M
Description of Other Clients
ENDOWMENT

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MINYTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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