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Member · M.D. Sass-Macquarie Financial Strategies Management Company, LLC

Hugh R. Lamle

CRD 301153 · Named on Form ADV at one SEC-registered adviser

At a glance

M.D. Sass-Macquarie Financial Strategies Management Company, LLC, an SEC-registered private fund adviser based in New York, NY with $8 million in regulatory assets, lists Hugh R. Lamle on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Hugh’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Martin D. SassChairman, Chief Executive Officer, Director, M.D. Sass-Macquarie Financial Strategies Management Company, LLC
  • Bobby N. LiuChief Operating Officer, General Counsel, Chief Compliance Officer, M.D. Sass-Macquarie Financial Strategies Management Company, LLC
  • Sam H. FriedmanChief Financial Officer & Director, M.D. Sass-Macquarie Financial Strategies Management Company, LLC
  • Michael E. KernanDirector, M.D. Sass-Macquarie Financial Strategies Management Company, LLC
  • Alex J. MarshallDirector, M.D. Sass-Macquarie Financial Strategies Management Company, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hugh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.