M.D. Sass Macquarie Financial Strategies Management Company, LLC is a related adviser based in New York. It manages $68.18 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New York and Texas.
M.D. Sass Macquarie Financial Strategies Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of M.D. Sass Macquarie Financial Strategies Management Company, LLC is $68.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay M.D. Sass Macquarie Financial Strategies Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Martin Douglas Sass is pooled investment vehicles with 2 clients and $68.18 million of assets under management. Among the 3 most similar advisory firms, M.D. Sass Macquarie Financial Strategies Management Company has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $68.18 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
M.D. Sass Macquarie Financial Strategies Management Company also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $5,000,000.
The company employs 9 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Martin Douglas Sass has been acting as President since 1 Apr 2002. Macquarie Equities (Us) Holding Pty Limited joined the executive team most recently as the Owner.
The principal office where M.D. Sass Macquarie Financial Strategies Management Company, LLC performs its advisory services is located at 55 West 46 Th Street, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-730-2000 or by fax 212-764-0381. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mdsass.com.