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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
- LEI
- 549300IHKL0WTV30Z357
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARDEN, SCOTT, D | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ARDEN, SCOTT, D | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FISHBANE, DANIEL, MITCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FISHBANE, DANIEL, MITCHEL | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| FISHBANE, DANIEL, MITCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FISHBANE, DANIEL, MITCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FISHBANE, DANIEL, MITCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRANCESS, ROBERT, W | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | |
| FRANCESS, ROBERT, W | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| FRANCESS, ROBERT, W | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| FRANCESS, ROBERT, W | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | |
| FRANCESS, ROBERT, WILLIAM | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| FRANCESS, ROBERT, WILLIAM | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRIEDMAN, SAM, HARRIS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HICKEY, SUSAN, GARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIU, BOBBY | I | GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | GENERAL COUNSEL | NA | |
| LIU, BOBBY | I | GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | GENERAL COUNSEL | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| LIU, BOBBY | I | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, HOLLY, HYLTON | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| MILLER, HOLLY, HYLTON | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| MILLER, HOLLY, HYLTON | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| MILLER, HOLLY, HYLTON | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| MILLER, HOLLY, HYLTON | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| MILLER, HOLLY, HYLTON | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| O'HARA, RICHARD, LUKE | I | SENIOR VICE PRESIDENT AND DIRECTOR OF INSTITUTIONAL SALES | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | SENIOR VICE PRESIDENT | NA | |
| SALMON, ROBERT, MARTINDILL | I | SENIOR VICE PRESIDENT | NA | |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | |
| SALMON, ROBERT, MARTINDILL | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | |
| SALMON, ROBERT, MARTINDILL | I | SENIOR VICE PRESIDENT | NA | |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | SENIOR VICE PRESIDENT | NA | Control |
| SASS, ARI | I | PRESIDENT | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | NA | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, MANAGING MEMBER | NA | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, MANAGING MEMBER | NA | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, MANAGING MEMBER | NA | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, MANAGING MEMBER | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | VICE PRESIDENT / GENERAL COUNSEL | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | VICE PRESIDENT / GENERAL COUNSEL | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | MANAGING DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT / GENERAL COUNSEL/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT / GENERAL COUNSEL/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT / GENERAL COUNSEL/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | SENIOR VICE PRESIDENT / GENERAL COUNSEL/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | VICE PRESIDENT / GENERAL COUNSEL | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | VICE PRESIDENT / GENERAL COUNSEL/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR | NA | Control |
| SIVIN, PHILIP, MATTHEW | I | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR, DIRECTOR | NA | Control |
| WILKIE, JEFFREY, WILLIAM | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| WILKIE, JEFFREY, WILLIAM | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| WILKIE, JEFFREY, WILLIAM | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| WILKIE, JEFFREY, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WINTER, MARTIN, ERIC | I | SR. VICE PRESIDENT / CHIEF FINANCIAL OFFICER / DIRECTOR | NA | Control |
| WINTER, MARTIN, ERIC | I | SR. VICE PRESIDENT / CHIEF FINANCIAL OFFICER / DIRECTOR | NA | Control |
| WINTER, MARTIN, ERIC | I | SR. VICE PRESIDENT / CHIEF FINANCIAL OFFICER / DIRECTOR | NA | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR | E | Control |
| M.D. SASS FINANCIAL, INC. | DE | MEMBER | D | Control |
| M.D. SASS FINANCIAL, INC. | DE | MEMBER | D | Control |
| M.D. SASS FINANCIAL, INC. | DE | MEMBER | D | Control |
| M.D. SASS FINANCIAL, INC. | DE | MEMBER | D | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | D | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | D | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | D | Control |
| SASS, ARI | I | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| SASS, MARTIN, DOUGLAS | I | CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR | D | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT / DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT / DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT / DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
| LAMLE, HUGH, ROY | I | PRESIDENT/DIRECTOR | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SASS, MARTIN, DOUGLAS | I | M.D. SASS FINANCIAL, INC. | E | Control |
| SASS, MARTIN, DOUGLAS | I | M.D. SASS FINANCIAL, INC. | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
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United States
Phone: 212-730-2000