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Chairman, Chief Executive Officer, Chief Investment Officer, Director, Managing Member · M.D. Sass, LLC

Martin D. Sass

CRD 411144 · Named on Form ADV at 2 SEC-registered advisers

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 Martin D. Sass on its Form ADV as Chairman, Chief Executive Officer, Chief Investment Officer, Director, Managing Member, a control person. The SEC filings also name Martin at 1 other registered adviser.

Firms and roles

AtlasMembers

Martin’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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 (6)

  • 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
  • Jeffrey L. EdelmanChief Financial Officer, M.D. Sass, LLC
  • Michael E. KernanDirector, M.D. Sass-Macquarie Financial Strategies Management Company, LLC

1 more person named with Martin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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