| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| M.d. Sass-MacQuarie Financial Strategies Investment Vehicle, LLC | Private Equity | $17.4M | $250K |
| M.d. Sass-MacQuarie Financial Strategies, LP | Private Equity | $7.9M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobby Liu Control | Chief Operating Officer, General Counsel, Chief Compliance Officer | Under 5% | 2006 |
| Graeme Conway Control | Director | Under 5% | 2022 |
| M.d. Sass Financial Holdings, LLC Control | Member | 25-50% | 2002 |
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC reports $18 million in regulatory assets under management on its Form ADV.
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC manages 2 private funds with combined gross assets of $25.3 million.
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC reports 6 employees.
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC is based in New York, NY and has been SEC-registered since 2004.
M.d. Sass-MacQuarie Financial Strategies Management Company, 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. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $18M |
| Non-discretionary | $0 |
| Total (RAUM) | $18M |