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

Steven A. Shenfeld

CRD 1176990 · Named on Form ADV at 2 SEC-registered advisers

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 Steven A. Shenfeld on its Form ADV as Member, a control person. The SEC filings also name Steven at 1 other registered adviser.

Firms and roles

AtlasMembers

Steven’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 (9)

  • 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

4 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

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