This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch · Morgan Stanley · Northern Trust · SEI · State Street · UBS
- Clients
- Retail and Institutional
- Platforms
- Peak
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Capital pioneer
Vital pathway
- CRD
- #63728
- Ownership
- 14.6%
Showing 2 of 5 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,766,394,739
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,750,425,492 | 34.8% |
| U.S. Government/Agency | $3,279,532,817 | 65.2% |
| Total | $5,029,958,309 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST TIMBER | WAVE MERIDIAN | OILTK4RPZ | MAPVT | 1.87% | $65,427,871 |
| SUMMIT SIGNAL | INSIGHT FOCUS | UKKVTF92X | XFC | 4.74% | $86,918,451 |
| PATHWAY ALPHA | FOCUS CATALYST | BUUK4OVT0 | GAI | 0.96% | $91,357,636 |
| INSIGHT VECTOR | CAPITAL PRIME | A0AXMLOPW | QQEPK | 9.36% | $65,233,576 |
| MOMENTUM PEAK DELTA | CAPITAL MERIDIAN | 0CKT29AB6 | IYBX | 11.14% | $85,985,716 |
| EAGLE EMBER VECTOR | LEGACY FOUNDATION | UFB2LOL8M | PMRW | 7.47% | $89,489,267 |
| ELEMENT CATALYST | VITAL HORIZON | 9SGGP2QVN | GXYZ | 4.35% | $28,548,929 |
| UNISON BEACON | FRONTIER PRIME | OX942H4PR | ECUSL | 9.62% | $64,544,186 |