M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC
CRD #124506 SEC #801-62585 NEW YORK, NY 212-730-2000
SEC Registered Private Funds
Total AUM
$18M
Discretionary
$18M
Employees
6
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $18M | $18M | $0 | 6 | 0 |
| Jan 2025 | $25M | $25M | $0 | 7 | 0 |
| Mar 2024 | $25M | $25M | $0 | 7 | 0 |
| Jan 2024 | $52.7M | $52.7M | $0 | 7 | 0 |
| Mar 2023 | $52.7M | $52.7M | $0 | 7 | 0 |
| Oct 2022 | $49.2M | $49.2M | $0 | 7 | 0 |
| Mar 2022 | $49.2M | $49.2M | $0 | 7 | 0 |
| Mar 2021 | $73M | $73M | $0 | 7 | 0 |
| Mar 2020 | $75.2M | $75.2M | $0 | 9 | 0 |
| Mar 2019 | $68.2M | $68.2M | $0 | 9 | 0 |
| Mar 2018 | $93.7M | $93.7M | $0 | 14 | 0 |
| Mar 2017 | $110M | $110M | $0 | 14 | 1 |
| Apr 2016 | $143.5M | $143.5M | $0 | 13 | 1 |
| Mar 2016 | $154.7M | $154.7M | $0 | 13 | 1 |
| Mar 2015 | $155.6M | $155.6M | $0 | 15 | 1 |
| Mar 2014 | $130M | $130M | $0 | 19 | 1 |
| Mar 2013 | $273.4M | $273.4M | $0 | 29 | 1 |
| Mar 2012 | $273.4M | $273.4M | $0 | 11 | 1 |
| Sep 2011 | $273.4M | $273.4M | $0 | -- | -- |
| Mar 2011 | $273.4M | $273.4M | $0 | -- | -- |
| Mar 2011 | $273.4M | $273.4M | $0 | -- | -- |
| Jun 2010 | $273.4M | $273.4M | $0 | 10 | -- |
| Apr 2010 | $273.4M | $273.4M | $0 | 10 | -- |
| Mar 2010 | $273.4M | $273.4M | $0 | 10 | -- |
| Mar 2009 | $273.4M | $273.4M | $0 | 10 | -- |
| Jan 2008 | $233.6M | $233.6M | $0 | 10 | -- |
| Dec 2007 | $233.6M | $233.6M | $0 | 10 | -- |
| Dec 2007 | $233.6M | $233.6M | $0 | 10 | -- |
| May 2007 | $233.6M | $233.6M | $0 | 10 | -- |
| Apr 2007 | $233.6M | $233.6M | $0 | 10 | -- |
| Mar 2007 | $233.6M | $233.6M | $0 | 10 | -- |
| Dec 2006 | $116.7M | $116.7M | $0 | 10 | -- |
| Mar 2006 | $116.7M | $116.7M | $0 | 10 | -- |
| Nov 2005 | $68.7M | $68.7M | $0 | 10 | -- |
| Sep 2005 | $68.7M | $68.7M | $0 | 10 | -- |
| May 2005 | $68.7M | $68.7M | $0 | 5 | -- |
| May 2005 | $68.7M | $68.7M | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees14
Clients1
DateApr 2016
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2016
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees13
Clients1
DateMar 2015
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees19
Clients1
DateMar 2013
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees29
Clients1
DateMar 2012
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees11
Clients1
DateSep 2011
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--