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Chief Financial Officer · M.D. Sass, LLC

Jeffrey L. Edelman

CRD 7053258 · Named on Form ADV at one SEC-registered adviser

At a glance

M.D. Sass, LLC, an SEC-registered asset manager based in New York, NY with $2.1 billion in regulatory assets, lists Jeffrey L. Edelman on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • M.D. Sass, LLCChief Financial OfficerAsset manager · New York, NY · $2.1B in regulatory assets

AtlasMembers

Jeffrey’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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Search and export owners by title, state and firm size
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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, Chief Investment Officer, Director, Managing Member, M.D. Sass, LLC
  • Bobby N. LiuChief Legal and Risk Officer, Chief Compliance Officer, M.D. Sass, LLC
  • Ari SassPresident, Senior Portfolio Manager (equities), M.D. Sass, LLC
  • Sam H. FriedmanChief Operating Officer, M.D. Sass, LLC

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