M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC

Overview

M.D. Sass–Macquarie Financial Strategies Management Company, LLC is an SEC-registered adviser organized as an LLC that primarily serves institutional clients through management of pooled investment vehicles. The firm is positioned as a capital allocator and sponsor/manager of private funds, combining an independent RIA structure with private equity fund activities. Its advisory mandate is focused on portfolio management for pooled vehicles, and its compensation model includes both a percentage-of-assets fee and performance-based fees. The firm does not list itself as an active ESG investor and is not registered as a multi-state adviser. The firm has related-adviser relationships and industry ties that include broker-dealer and commodity pool/CTA roles.

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