Investment adviser · CRD 110596
M.D. SASS ASSOCIATES INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2022
- Regulatory AUM
- $342M Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 17 | $342,488,480 | 100.0% |
Filing source
Form ADV 1624430 · Mar 31, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2022. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
55 WEST 46TH STREET, SUITE 2801NEW YORK, NY, 10036, United States
CRD 110596
Filing source
Form ADV 1624430 · Mar 31, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.