M.D. Sass
mdsass.com Direct + LP
M.D. Sass is an independent asset management firm that manages portfolios directly and partners with early stage managers to build new investment businesses. It has seeded and grown 34 investment managers with over $35 billion in AUM.
M.D. Sass is an asset manager headquartered in New York, United States, founded in 1972. It invests both directly in companies and in funds as a limited partner, from seed to growth, in asset management, equities, fixed income and real estate. 34 portfolio companies, as it reports.
“M.D. Sass seeks to invest in new and early stage, next generation asset management businesses through a differentiated business model.”
— M.D. Sass, own website
- Layer
- Direct + LP
- Type
- Asset manager
- Headquarters
- New York, United States
- Sectors
- asset management, equities, fixed income, real estate, credit, commodities
- Founded
- 1972
- Portfolio
- 34 companies
Team, as M.D. Sass publishes it
- Martin D. Sass Chairman & Chief Executive Officer
- Ari Sass, CFA President, Portfolio Manager
- Craig Barney, CFA Sr. Equity Analyst
- Eric Ward Sr. Equity Analyst
- Shimeng Yu Sr. Equity Analyst
- Billy Chiappone, CFA Equity Analyst
- Lipkee Lu, CFA Director of Fixed Income Investments
- Steve Clancy, CFA Managing Director, Portfolio Manager
- Lung Tsui Vice President, Portfolio Manager
- Joe Gill Senior Managing Director, Head of Institutional Sales
- Cris Posada, CFA Senior Managing Director, Sales & Relationship Management
- Ed Riley Senior Managing Director, Sales & Relationship Management
Names and roles exactly as listed on mdsass.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page M.D. Sass publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://mdsass.com/name, type, hq_country, hq_city, description, founded, status
- https://mdsass.com/partnerships/is_investor, layer, stage_min, stage_max, sectors, thesis_quote, thesis_quote_page, portfolio_count
- https://mdsass.com/our-team/people
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Record 5650 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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