M.D. Sass-Macquarie Financial Strategies Management

Private Equity SEC-registered adviser

Legal name: M.D. Sass-Macquarie Financial Strategies Management Company, LLC

New York, NY Website LinkedIn

AUM

$8.3M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$11.6M
Gross asset value

Employees

6

Last Form D raise

—

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

People(6)

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

A
Alex Marshall
Director
Source: SEC Form ADV
H
Hugh Lamle
Member, M.D. Sass Financial Holdings
Source: SEC Form ADV
M
Martin Sass
Member, M.D. Sass Financial Holdings
Source: SEC Form ADV
M
Michael Kernan
Director
Source: SEC Form ADV
S
Sam Friedman
Chief Financial Officer & Director
Source: SEC Form ADV
S
Steven Shenfeld
Member, Weathervane Capital Partners
Source: SEC Form ADV

Funds(2)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
M.D. Sass-Macquarie Financial Strategies, LPPrivate Equity$8.0M———
M.D. Sass-Macquarie Financial Strategies Investment Vehicle, LLCPrivate Equity$3.6M———

Board seats

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.

Regulatory identifiers

CRD number
124506
SEC file number
801-62585

Sources