M.D. Sass Investors Services Overview

  • Service
  • Lender
  • Founded
  • 1972
Founded
  • Financed Companies
  • 2
  • Financings
  • 1
  • Serviced Investors
  • 4

M.D. Sass Investors Services General Information

Description

M.D Sass Investors Services is an investment management firm based in New York, New York. The firm provides its services to financial institutions, state and local governments, endowment funds, foundations, investment companies, Taft-Hartley funds, pension and profit-sharing plans, and high net worth individuals. M.D. Sass Investors Services manages separate client-focused equity and fixed income portfolios along with mutual funds, hedge funds, private equity funds, and funds of funds. Founded in 1972, the firm invests in the public equity, fixed income, and alternative investment markets of the United States.

Contact Information

Website
www.mdsass.com
Year Founded
1972
Service Provider Type
Lender
Primary Office
  • 55 West 46th Street
  • 28th Floor
  • New York, NY 10036
  • United States
+1 (212) 000-0000

M.D. Sass Investors Services Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Quelsys Aug 2002 00000 0000000
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M.D. Sass Investors Services Co-Lenders (1)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Tyler Cooper & Alcorn Law Firm New Haven, CT 1 00.00
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M.D. Sass Investors Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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M.D. Sass Investors Services Team (10)

Name Title Related Financings Office Contact
Info
Ari Sass President & Member of the Executive Committee New York, NY
Sam Friedman Senior Vice President, Chief Financial Officer and Member of the Executive Committee New York, NY
Bobby Liu JD Senior Vice President, General Counsel, Chief Operating Officer & Member of the Executive Committee New York, NY
Martin Sass Founder, Chairman of the Board & Chief Executive Officer 0 New York, NY
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M.D. Sass Investors Services Board Members (1)

Name Representing Role Since
Martin Sass M.D. Sass Investors Services Founder, Chairman of the Board & Chief Executive Officer 000 0000
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M.D. Sass Investors Services Subsidiaries (2)

Company Name Industry Location Founded
M.D. Sass-Macquarie Financial Strategies Investment Advisor New York, NY 2004
0.0. 0000 00000000 Corporate Pension New York, NY 0000
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