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: www.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 privately held investment adviser organized as an LLC and classified in FINTRX as a hedge fund. The firm manages separate accounts and pooled vehicles for both high-net-worth individuals and institutional clients. Its advisory scope includes portfolio management for individuals, pooled investment vehicles, investment companies and institutional clients. The firm charges asset-based fees and may receive performance fees; it also functions in roles typically associated with commodity pool operators or commodity trading advisers and can act as sponsor or managing member of pooled vehicles. M.D. Sass identifies as an active ESG investor.