M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC
  • M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC
  • M.D. SASS FINANCIAL STRATEGIES MANAGEMENT COMPANY, L.L.C.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/02/2004
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 8,306,993 -67%
of that, discretionary 8,306,993 -67%
Number of Employees 6 -14%
of those in investment advisory functions 3 200%
Private Fund GAV* 11,634,131 -54%
Avg Account Size 4,153,497 -67%
SMA’s No
Private Funds 2

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

156M 133M 111M 89M 67M 44M 22M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary