M.D. SASS, LLC
CRD #110590 SEC #801-8663 NEW YORK, NY 212-730-2000
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
18
Clients
--
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.2B | $2.2B | $0 | 18 | 5 |
| Jan 2025 | $4.5B | $4.5B | $0 | 20 | 5 |
| Mar 2024 | $4.5B | $4.5B | $0 | 20 | 5 |
| Jan 2024 | $3.3B | $3.3B | $0 | 19 | 2 |
| Mar 2023 | $3.3B | $3.3B | $0 | 19 | 2 |
| Sep 2022 | $3.2B | $3.2B | $0 | 20 | 2 |
| Mar 2022 | $3.2B | $3.2B | $0 | 20 | 2 |
| Nov 2021 | $1.5B | $1.5B | $0 | 19 | 2 |
| Oct 2021 | $1.5B | $1.5B | $0 | 19 | 2 |
| Mar 2021 | $1.5B | $1.5B | $0 | 19 | 2 |
| Dec 2020 | $1.3B | $1.3B | $0 | 20 | 2 |
| Jun 2020 | $1.3B | $1.3B | $0 | 20 | 2 |
| Mar 2020 | $1.3B | $1.3B | $0 | 20 | 2 |
| Mar 2019 | $1B | $1B | $0 | 21 | 2 |
| Mar 2018 | $1.9B | $1.8B | $106.8M | 34 | 2 |
| Feb 2018 | $1.9B | $1.9B | $0 | 34 | 2 |
| Apr 2017 | $1.9B | $1.9B | $0 | 34 | 100 |
| Mar 2017 | $1.9B | $1.9B | $0 | 34 | 100 |
| Mar 2016 | $2.1B | $2.1B | $0 | 37 | 100 |
| Apr 2015 | $2.1B | $2.1B | $0 | 33 | 100 |
| Apr 2015 | $2.2B | $2.2B | $0 | 33 | 100 |
| Apr 2014 | $1.9B | $1.9B | $0 | 40 | 100 |
| Mar 2014 | $1.9B | $1.9B | $0 | 40 | 100 |
| Oct 2013 | $2.3B | $2.3B | $0 | 49 | 100 |
| Mar 2013 | $2.3B | $2.3B | $0 | 49 | 100 |
| Apr 2012 | $2.5B | $2.5B | $0 | 51 | 200 |
| Mar 2012 | $2.5B | $2.5B | $0 | 51 | 200 |
| Mar 2011 | $2.1B | $2.1B | $0 | 51 | -- |
| Apr 2010 | $1.3B | $1.3B | $194.2K | 51 | -- |
| Mar 2009 | $1.2B | $1.2B | $179.3K | 51 | -- |
| Jan 2008 | $3.4B | $3.4B | $8.9M | 51 | -- |
| Jan 2008 | $3.4B | $3.4B | $8.9M | 51 | -- |
| May 2007 | $3.4B | $3.4B | $8.9M | 51 | -- |
| Mar 2007 | $3.4B | $3.4B | $8.9M | 51 | -- |
| Dec 2006 | $3.5B | $3.4B | $11M | 51 | -- |
| Mar 2006 | $3.5B | $3.4B | $11M | 51 | -- |
| Dec 2005 | $3.4B | $3.4B | $11M | 51 | -- |
| Sep 2005 | $3.4B | $3.4B | $11M | 51 | -- |
| Sep 2005 | $3.4B | $3.4B | $11M | 51 | -- |
| May 2005 | $3.4B | $3.4B | $11M | 51 | -- |
| Aug 2004 | $4B | $3.7B | $314.9M | 51 | -- |
| Apr 2004 | $4B | $3.7B | $314.9M | 51 | -- |
| Mar 2004 | $4B | $3.7B | $314.9M | 51 | -- |
| Jan 2004 | $3.5B | $3.2B | $276.9M | 51 | -- |
| Mar 2002 | $3.6B | $2.6B | $991.9M | 51 | -- |
| Sep 2001 | $1.9B | $1.9B | $0 | 51 | -- |
| Jul 2001 | $1.9B | $1.9B | $0 | 51 | -- |
DateApr 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees18
Clients5
DateJan 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees20
Clients5
DateMar 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees20
Clients5
DateJan 2024
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees19
Clients2
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees19
Clients2
DateSep 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees20
Clients2
DateMar 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees20
Clients2
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients2
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients2
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients2
DateDec 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients2
DateMar 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$106.8M
Employees34
Clients2
DateFeb 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees34
Clients2
DateApr 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees34
Clients100
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees34
Clients100
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees37
Clients100
DateApr 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees33
Clients100
DateApr 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees33
Clients100
DateApr 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees40
Clients100
DateMar 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees40
Clients100
DateOct 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees49
Clients100
DateMar 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees49
Clients100
DateApr 2012
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees51
Clients200
DateMar 2012
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees51
Clients200
DateMar 2011
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$194.2K
Employees51
Clients--
DateMar 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$179.3K
Employees51
Clients--
DateJan 2008
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$8.9M
Employees51
Clients--
DateJan 2008
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$8.9M
Employees51
Clients--
DateMay 2007
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$8.9M
Employees51
Clients--
DateMar 2007
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$8.9M
Employees51
Clients--
DateDec 2006
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$11M
Employees51
Clients--
DateMar 2006
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$11M
Employees51
Clients--
DateDec 2005
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$11M
Employees51
Clients--
DateSep 2005
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$11M
Employees51
Clients--
DateSep 2005
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$11M
Employees51
Clients--
DateMay 2005
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$11M
Employees51
Clients--
DateAug 2004
Total AUM$4B
Discretionary$3.7B
Non-Disc.$314.9M
Employees51
Clients--
DateApr 2004
Total AUM$4B
Discretionary$3.7B
Non-Disc.$314.9M
Employees51
Clients--
DateMar 2004
Total AUM$4B
Discretionary$3.7B
Non-Disc.$314.9M
Employees51
Clients--
DateJan 2004
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$276.9M
Employees51
Clients--
DateMar 2002
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$991.9M
Employees51
Clients--
DateSep 2001
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees51
Clients--
DateJul 2001
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees51
Clients--