M.D. Sass

Asset Manager SEC-registered adviser

Legal name: M.D. Sass, LLC

AUM

$2.1B

Regulatory AUM

Private funds

Hedge Fund 2

Private fund assets

$150.6M

Gross asset value

Employees

Last Form D raise

Sep 2026

Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

President, Senior Portfolio Manager (equities)

Chairman, Chief Executive Officer, Chief Investment Officer, Director, Managing Member

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
M.D. Sass Government Agency Portable Alpha, L.P.	Hedge Fund	$125.4M	$610.0M	1	Sep 2026	Hot
M.D. Sass Income Opportunity, L.P.	Hedge Fund	$25.2M	$35.0M	9	Sep 2026	Hot

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.