M.d. Sass-MacQuarie Financial Strategies Management Company, LLC
● SEC registered since 2004CRD 124506SEC# 801-62585New York, NY
Ranks #5,976 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$8.3M
Fund GAV
$11.6M
Private funds
2
Employees
6
Accounts
2
Location
New York, NY
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC assets under management
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2004. It reports $8.3 million in regulatory assets under management and employs 6 people. M.d. Sass-MacQuarie Financial Strategies Management Company, LLC manages 2 private funds with combined gross assets of $11.6 million, including M.d. Sass-MacQuarie Financial Strategies, LP. By regulatory assets, it ranks 5,976 of 6,004 private fund managers.
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC private funds
2 funds · $11.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| M.d. Sass-MacQuarie Financial Strategies, LP | Private Equity | $8M | $5M |
| M.d. Sass-MacQuarie Financial Strategies Investment Vehicle, LLC | Private Equity | $3.6M | $250K |
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Jay Marshall Control | Director | Under 5% | 2025 |
| Bobby Nmn Liu Control | Chief Operating Officer, General Counsel, Chief Compliance Officer | Under 5% | 2006 |
| M.d. Sass Financial Holdings, LLC Control | Member | 25-50% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does M.d. Sass-MacQuarie Financial Strategies Management Company, LLC manage?
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC reports $8.3 million in regulatory assets under management on its Form ADV.
How many private funds does M.d. Sass-MacQuarie Financial Strategies Management Company, LLC manage?
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC manages 2 private funds with combined gross assets of $11.6 million.
How many employees does M.d. Sass-MacQuarie Financial Strategies Management Company, LLC have?
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC reports 6 employees.
Where is M.d. Sass-MacQuarie Financial Strategies Management Company, LLC located?
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC is based in New York, NY and has been SEC-registered since 2004.
Does M.d. Sass-MacQuarie Financial Strategies Management Company, LLC disclose fund performance?
M.d. Sass-MacQuarie Financial Strategies Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 West 46th Street, Suite 2801, New York, NY 10036 |
| Phone | 212-730-2000 |
| Fax | 212-764-0381 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.3M▼ 67%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$8.3Mregulatory AUM
Discretionary $8.3M