| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| M.d. Sass Government Agency Portable Alpha, L.P. | Hedge | $291.3M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ari Sass Control | President, Senior Portfolio Manager (equities) | 50-75% | 2018 |
| Bobby Liu Control | Chief Operating Officer, General Counsel, Chief Compliance Officer | Under 5% | 2006 |
| M.d. Sass Financial, Inc. Control | Member | 50-75% | 2023 |
M.d. Sass, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
M.d. Sass, LLC manages 1 private funds with combined gross assets of $291.3 million.
M.d. Sass, LLC reports 18 employees.
M.d. Sass, LLC is based in New York, NY and has been SEC-registered since 1972.
M.d. Sass, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 55 West 46th Street, Suite 2801, New York, NY 10036 |
| Phone | 212-730-2000 |
| Fax | 212-764-0381 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 922940 |
| Discloses disciplinary history | No |
| Discretionary | $2.17B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.17B |