Bobby Liu of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Bobby Liu appears on 18 filing roles across Form D (13), Form 13F (3), Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-31 | Form ADV | M.D. SASS, LLC | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2025-03-31 | Form ADV | M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2026-02-10 | Form 13F | M.D. Sass, LLC | Chief Legal and Risk Officer | New York, NY |
| 2021-11-15 | Form 13F | M.D. Sass Associates, Inc. | Chief Operating Officer and General Counsel | New York, NY |
| 2020-08-14 | Form 13F | M.D. Sass, LLC | Chief Operating Officer and General Counsel | New York, NY |
| 2012-03-09 | Form D | WATERFALL EDEN FUND LP | Executive Officer | NEW YORK, NY |
| 2012-03-09 | Form D | Waterfall Eden Fund Ltd | Director | Grand Cayman, E9 |
| 2012-03-09 | Form D | Waterfall Victoria Fund LP | Director | New York, NY |
| 2010-06-16 | Form D | Waterfall TALF Opportunity Fund, Ltd. | Executive Officer | GRAND CAYMAN, E9 |
| 2010-06-16 | Form D | Waterfall TALF Opportunity Fund, LLC | Executive Officer | NEW YORK, NY |
| 2009-06-01 | Form D | M.D. Sass Maximus Partners, L.P. | Executive Officer | NEW YORK, NY |
| 2012-03-09 | Form D | Waterfall Victoria Fund, Ltd. | Executive Officer | GRAND CAYMAN, E9 |
| 2012-05-11 | Form D | Taurus Resources Fund No. 2, LLC | Director | Sydney, C3 |
| 2012-05-11 | Form D | Taurus Resources Fund No. 2, Ltd. | Director | Sydney, C3 |
| 2010-09-15 | Form D | Taurus Global Resources Hedge Fund Ltd | Executive Officer | SYDNEY, C3 |
| 2010-09-15 | Form D | Taurus Global Resources Hedge Fund LLC | Director | SYDNEY, C3 |
| 2012-01-30 | Form D | Waterfall Victoria ERISA Fund, Ltd. | Director | CAMANA BAY, GRAND CAYMAN, E9 |
| 2026-09-18 | Form D | M.D. Sass Income Opportunity, L.P. | Related Person | NEW YORK, NY |