← Back to searchVisit website
M.D. SASS, LLC
CRD 110590 · SEC 801-8663
55 WEST 46TH STREET, SUITE 2801, NEW YORK, NY, 10036, United States
Phone
212-730-2000
Fax
212-764-0381
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.06B
Discretionary AUM
$2.06B
Team
19 total employees; 10 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $369.9M |
| Investment companies | 2 | $54.5M |
| Pooled investment vehicles | 3 | $242.9M |
| Pension/profit sharing plans | 20 | $1.04B |
| Charitable organizations | 4 | $79.8M |
| Other investment advisers | 1 | $75.3M |
| Corporations/business entities | 7 | $179.5M |
States served
MI, NY, TX
All web addresses on file
Official SEC filing: View on IAPD