M.D. Sass Associates Employees Profit Sharing Plan Overview

  • Type

  • Corporate Pension

  • Founded

  • 1976

Founded
  • Professionals

  • 1

Professionals
  • AUM

  • 000.0

M.D. Sass Associates Employees Profit Sharing Plan General Information

Description

M.D. Sass Associates Employees Profit Sharing Plan is a single-employer defined contribution corporate pension based in New York, NY. Established in 1976, the plan provides retirement and pension benefits to the employees of M.D. Sass Investors Services. The board of trustees is responsible for the administration and governance of the fund.

Contact Information

Year Founded
1976
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Corporate Pension
Primary Contact
00000000 0000
Title
Founder & Senior Vice President, Finance
Phone
+0 (000) 000-0000
Primary Office
  • 55 West 46th Street
  • Suite 2801
  • New York, NY 10036
  • United States
+1 (212) 000-0000

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M.D. Sass Associates Employees Profit Sharing Plan Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

M.D. Sass Associates Employees Profit Sharing Plan Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

M.D. Sass Associates Employees Profit Sharing Plan Team (3)

Name Title Office
Jonathan Chen Founder & Senior Vice President, Finance New York, NY
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