M.D. Sass Income Opportunity, L.P. — Form D
M.D. Sass Income Opportunity, L.P. of New York, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-09-18. $13.5M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-09-18
- Form: D
- Accession: 0000905148-25-003357
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $13.5M
- Minimum investment: $5.0M
- Investors: 4
- Date of first sale: 2025-05-01
- Security types: fund interests
- SEC file number: 021-557950
Issuer
- Name: M.D. Sass Income Opportunity, L.P.
- CIK: 0002084557
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2025
- Address: 55 West 46th Street, 28th Floor, New York, NY, 10036
- Phone: 212-730-2000
Officers, directors & promoters (5)
| Name | Role | Location |
|---|
| Bobby D Liu | Executive Officer | New York, NY |
| n/a M.D. Sass, LLC | Executive Officer | New York, NY |
| Ari D Sass | Executive Officer | New York, NY |
| Martin D Sass | Executive Officer | New York, NY |
| n/a M.D. Sass Income Opportunity GP, LLC | Promoter | New York, NY |
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