# Bobby Liu

Bobby Liu of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 18 filing roles across Form D (13), Form 13F (3), Form ADV (2).

## Filings (18)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-03-31 | Form ADV | [M.D. SASS, LLC](https://search.stillhousedata.com/firm/110590) | 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](https://search.stillhousedata.com/firm/124506) | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2026-02-10 | Form 13F | [M.D. Sass, LLC](https://search.stillhousedata.com/firm/110590) | Chief Legal and Risk Officer | New York, NY |
| 2021-11-15 | Form 13F | [M.D. Sass Associates, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1373130&type=&dateb=&owner=include&count=40) | Chief Operating Officer and General Counsel | New York, NY |
| 2020-08-14 | Form 13F | [M.D. Sass, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633447&type=&dateb=&owner=include&count=40) | Chief Operating Officer and General Counsel | New York, NY |
| 2012-03-09 | Form D | [WATERFALL EDEN FUND LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1340264&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2012-03-09 | Form D | [Waterfall Eden Fund Ltd](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1379313&type=&dateb=&owner=include&count=40) | Director | Grand Cayman, E9 |
| 2012-03-09 | Form D | [Waterfall Victoria Fund LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1407856&type=&dateb=&owner=include&count=40) | Director | New York, NY |
| 2010-06-16 | Form D | [Waterfall TALF Opportunity Fund, Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1465902&type=&dateb=&owner=include&count=40) | Executive Officer | GRAND CAYMAN, E9 |
| 2010-06-16 | Form D | [Waterfall TALF Opportunity Fund, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1465903&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2009-06-01 | Form D | [M.D. Sass Maximus Partners, L.P.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1463857&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |
| 2012-03-09 | Form D | [Waterfall Victoria Fund, Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484687&type=&dateb=&owner=include&count=40) | Executive Officer | GRAND CAYMAN, E9 |
| 2012-05-11 | Form D | [Taurus Resources Fund No. 2, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484359&type=&dateb=&owner=include&count=40) | Director | Sydney, C3 |
| 2012-05-11 | Form D | [Taurus Resources Fund No. 2, Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484360&type=&dateb=&owner=include&count=40) | Director | Sydney, C3 |
| 2010-09-15 | Form D | [Taurus Global Resources Hedge Fund Ltd](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1501373&type=&dateb=&owner=include&count=40) | Executive Officer | SYDNEY, C3 |
| 2010-09-15 | Form D | [Taurus Global Resources Hedge Fund LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1501372&type=&dateb=&owner=include&count=40) | Director | SYDNEY, C3 |
| 2012-01-30 | Form D | [Waterfall Victoria ERISA Fund, Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1511871&type=&dateb=&owner=include&count=40) | Director | CAMANA BAY, GRAND CAYMAN, E9 |
| 2026-09-18 | Form D | [M.D. Sass Income Opportunity, L.P.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2084557&type=&dateb=&owner=include&count=40) | Related Person | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.