M.D. SASS, LLC
C30
CRD 110590·SEC 801-8663·NEW YORK, NY
AUM
$2.06B
$1B+
Est. Revenue
$20.6M
@ 1% on AUM
Est. EBITDA
$6.2M
@ 30% margin
Est. Deal Value
$49.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.02B
'21 · $1.35B
'22 · $1.54B
'23 · $3.15B
'25 · $2.17B
'26 · $2.06B
'20'26
$1.02B → $2.06B▲ +102%
Client mix
| Individuals High Net Worth | 44 |
| Pension Profit Sharing Plans | 20 |
| Corporations | 7 |
| Charitable Organizations | 4 |
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 9 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
10 advisors → 10 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-09-302025-09-30 · 0000905148-25-003448
2024-09-302024-09-30 · 0001789624-24-000001
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
55 WEST 46TH STREET28TH FLOORNEW YORK, NY 10036
Business
55 WEST 46TH STREET28TH FLOORNEW YORK, NY 10036
Edgar Recent Filings
D/A2025-09-30 · 0000905148-25-003448
D/A2024-09-30 · 0001789624-24-000001