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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch · Morgan Stanley · Northern Trust · SEI · State Street · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-1972
- Office Locations
- 2
Office Locations
About M.d. Sass, LLC
M.D. Sass is an independent boutique asset manager founded in 1972, investing firm capital alongside clients. The firm offers differentiated strategies including a high-conviction U.S. Concentrated Value equity portfolio (about 20 predominantly large- and mid-cap stocks) and Structured Fixed Income backed by 30+ years in securitized credit (Agency MBS, non-Agency, and asset-backed securities). Clients include institutions and high net worth investors.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM decreased 4.9%, from $2.2B to $2.1B.
Across 5 reported observations, AUM decreased 34.6% between September 13, 2022 and March 31, 2026, from $3.2B to $2.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 88 clients, or 8.8 clients per representative. That equates to $23.5M in reported AUM per client.
The profile lists 2 reported office locations and 54 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full M.d. Sass, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ARI SASS
Portfolio Manager, President
- CRD
- --
- Ownership
- 50% but less than 75%
Jeffrey Lee Edelman
Chief Financial Officer
- CRD
- #7053258
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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ROBERT STUART LITTELL
Investment Banking Associate
- CRD
- #4770733
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,063,871,233 | $24,865,918 |
| Non-Discretionary | $0 | -- |
| Total | $2,063,871,233 | $24,865,918 |
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Separately Managed Accounts
SMA allocation detail is available
M.d. Sass, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
M.d. Sass, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.