M.D. SASS ASSOCIATES INC.
CRD #110596 SEC #801-8670 NEW YORK, NY 212-730-2000
SEC Registered
Total AUM
$342.5M
Discretionary
$342.5M
Employees
20
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $342.5M | $342.5M | $0 | 20 | 0 |
| Mar 2021 | $343.6M | $343.6M | $0 | 19 | 0 |
| Mar 2020 | $495.7M | $495.7M | $0 | 20 | 0 |
| Mar 2019 | $690.4M | $690.4M | $0 | 21 | 43 |
| Mar 2018 | $959.6M | $959.6M | $0 | 31 | 43 |
| Feb 2018 | $959.6M | $959.6M | $0 | 31 | 43 |
| Mar 2017 | $2.7B | $2.7B | $0 | 31 | 131 |
| Mar 2016 | $2.5B | $2.5B | $0 | 33 | 100 |
| Apr 2015 | $2.5B | $2.5B | $0 | 30 | 100 |
| Mar 2015 | $2.5B | $2.5B | $0 | 30 | 100 |
| Apr 2014 | $2.2B | $2.2B | $0 | 34 | 100 |
| Mar 2014 | $2.2B | $2.2B | $0 | 34 | 100 |
| Mar 2013 | $2B | $2B | $0 | 41 | 100 |
| Mar 2012 | $2.3B | $2.3B | $0 | 51 | 200 |
| Apr 2011 | $2.4B | $2.4B | $0 | 51 | -- |
| Mar 2011 | $2.4B | $2.4B | $0 | 51 | -- |
| Jan 2008 | $1.5B | $1.5B | $8.7K | 51 | -- |
| Jan 2008 | $1.5B | $1.5B | $8.7K | 51 | -- |
| May 2007 | $1.5B | $1.5B | $8.7K | 51 | -- |
| Apr 2007 | $1.5B | $1.5B | $8.7K | 51 | -- |
| Mar 2007 | $1.5B | $1.5B | $8.7K | 51 | -- |
| Mar 2007 | $1.2B | $1.2B | $0 | 51 | -- |
| Sep 2005 | $961.3M | $961.3M | $0 | 51 | -- |
| May 2005 | $961.3M | $961.3M | $0 | 51 | -- |
| Aug 2004 | $578M | $578M | $0 | 51 | -- |
| May 2004 | $578M | $578M | $0 | 51 | -- |
| May 2002 | $620.9M | $620.9M | $0 | 51 | -- |
DateMar 2022
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$495.7M
Discretionary$495.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$690.4M
Discretionary$690.4M
Non-Disc.$0
Employees21
Clients43
DateMar 2018
Total AUM$959.6M
Discretionary$959.6M
Non-Disc.$0
Employees31
Clients43
DateFeb 2018
Total AUM$959.6M
Discretionary$959.6M
Non-Disc.$0
Employees31
Clients43
DateMar 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees31
Clients131
DateMar 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients100
DateApr 2015
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees30
Clients100
DateMar 2015
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees30
Clients100
DateApr 2014
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees34
Clients100
DateMar 2014
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees34
Clients100
DateMar 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees41
Clients100
DateMar 2012
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients200
DateApr 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees51
Clients--
DateJan 2008
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.7K
Employees51
Clients--
DateJan 2008
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.7K
Employees51
Clients--
DateMay 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.7K
Employees51
Clients--
DateApr 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.7K
Employees51
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.7K
Employees51
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$961.3M
Discretionary$961.3M
Non-Disc.$0
Employees51
Clients--
DateMay 2005
Total AUM$961.3M
Discretionary$961.3M
Non-Disc.$0
Employees51
Clients--
DateAug 2004
Total AUM$578M
Discretionary$578M
Non-Disc.$0
Employees51
Clients--
DateMay 2004
Total AUM$578M
Discretionary$578M
Non-Disc.$0
Employees51
Clients--
DateMay 2002
Total AUM$620.9M
Discretionary$620.9M
Non-Disc.$0
Employees51
Clients--