M.D. Sass, LLC

RIASEC RegisteredEst. 1972

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$24.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110590
Registered since: June 1, 1972
Website: mdsass.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans50.62%
HNWI17.92%
Pooled Investment Vehicles11.77%
Corporations / Businesses8.7%
Charitable Organizations3.87%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

M.D. Sass, LLC is a long-established SEC-registered investment adviser organized as an LLC and active since the early 1970s. The firm operates with hedge-fund style strategies while also providing portfolio management across a mix of clients — individuals and families as well as institutional investors — and manages pooled vehicles. It lists CPO/CTA activities and serves as a sponsor/GP or managing member for pooled investments, indicating it both advises third‑party funds and runs its own pooled products. The firm charges asset-based and performance-based fees, and discloses active ESG investing as part of its approach. In addition to direct advisory roles for individuals and institutions, M.D. Sass maintains industry relationships that include broker-dealer and other adviser affiliations, suggesting a multi-faceted operating model that combines proprietary funds management with client-facing discretionary portfolio services.