M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 124506). Regulatory assets under management: $8.3M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
Showing 25 of 35 people.
| Name | Role | Location |
|---|---|---|
| Graeme Conway | DIRECTOR | NEW YORK, NY |
| Hugh Roy Lamle | MEMBER | Sydney, C3 |
| Steven Alan Shenfeld | MEMBER | New York, NY |
| Bobby Liu | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | New York, NY |
| Michael Edward Kernan | DIRECTOR | — |
| Martin Douglas Sass | CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR; MEMBER | — |
| Sam Harris Friedman | CHIEF FINANCIAL OFFICER & DIRECTOR | — |
| James Royce Murray Hooke | DIRECTOR | — |
| FORNI FREDERICK PETER | DIRECTOR | — |
| SASS MARTIN DOUGLAS | CHAIRMAN/CHIEF EXECUTIVE OFFICER; CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR; CHAIRMAN/CHIEF EXECUTIVE OFFICER/DIRECTOR (+2 more) | — |
| LAMLE HUGH ROY | DIRECTOR; MEMBER; MEMBER/INDIRECT OWNER (+2 more) | — |
| SIVIN PHILIP MATTHEW | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR; SENIOR VICE PRESIDENT (+3 more) | — |
| HICKEY SUSAN GARRISON | CHIEF COMPLIANCE OFFICER | — |
| FRANCESS ROBERT W | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| LIU BOBBY | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| SHENFELD STEVEN ALAN | DIRECTOR; MEMBER; MEMBER/INDIRECT OWNER (+1 more) | — |
| FRANCESS ROBERT WILLIAM | CHIEF FINANCIAL OFFICER | — |
| YATES OLIVER TENNANT | DIRECTOR | — |
| ARDEN SCOTT D | CHIEF FINANCIAL OFFICER | — |
| LUCAS PETER BRUCE | DIRECTOR | — |
| WILKIE JEFFREY WILLIAM | CHIEF FINANCIAL OFFICER; SENIOR CHIEF FINANCIAL OFFICER | — |
| DARKE STEPHEN JON | DIRECTOR | — |
| FISHBANE DANIEL MITCHEL | CHIEF FINANCIAL OFFICER | — |
| WHEELER CHARLES WARWICK STILES | DIRECTOR | — |
| HALL JONATHAN A | DIRECTOR | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| M.D. SASS-MACQUARIE FINANCIAL STRATEGIES, LP | Private Equity Fund | Delaware | 86 | $8.0M | $5.0M |
| M.D. SASS-MACQUARIE FINANCIAL STRATEGIES INVESTMENT VEHICLE, LLC | Private Equity Fund | Delaware | 5 | $3.6M | $250K |